Have Questions? Schedule a Complimentary Call. Click HERE Even if the process is amicable, divorce can be one of life's most stressful events. With so many major changes taking place, it's easy to forget to update your estate plan—or simply put it off until it's too late. After all, dealing with...
Blog Latest News & Updates
4 Reasons Why Estate Planning Is So Essential For Business Owners
Have Questions? Schedule a Complimentary Call. Click HERE If you are running a business, it's easy to give estate planning less priority than your other business matters. After all, if you're facing challenges meeting next month's payroll or your goals for growth over the coming quarter, concern...
Purchasing Life Insurance For Your Family: What You Need To Know
Have Questions? Schedule a Complimentary Call. Click HERE Life insurance is a key component of your family's estate plan, offering those who depend on you for their financial security a safety net in the event of your death. Whether those dependents include your spouse, children, aging parents, ...
Don’t Leave Your Children With The Babysitter Until You Read This
Have Questions? Schedule a Complimentary Call. Click HERE As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives and health really are. If you haven't gotten sick yourself, it's almost certain you know someone who has, and many of us even know of o...
5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2
Have Questions? Schedule a Complimentary Call. Click HERE Do a Google search for “digital wills” or “online estate planning,” and you'll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of a...
5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1
Have Questions? Schedule a Complimentary Call. Click HERE Do a Google search for “digital wills” or “online estate planning,” and you'll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of a...
How to Pass Down Your Family Wealth Legacy During The Holidays
Have Questions? Schedule a Complimentary Call. Click HERE As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you'll leave behind, but also includes your values, insights, stories, and experience. And, w...
Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
Have Questions? Schedule a Complimentary Call. Click HERE If you are like many homeowners, your home is likely your family's most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible whe...
The Basics On NFTs: The Newest Cryptoverse Craze
Have Questions? Schedule a Complimentary Call. Click HERE NFTs, or “non-fungible tokens,” are the latest sensation in the cryptocurrency universe, or as we like to call it the “Cryptoverse.” And if you haven't heard about NFTs yet, now is a great time to learn because they are likely to be a big...
FAQs About Long-Term Care Insurance
Have Questions? Schedule a Complimentary Call. Click HERE Our nation's population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact, by 2034, seniors (age 65 and older) will outnumber children under age 18 for the first time in U.S. ...
10 Things You Should Know About Living Wills
Have Questions? Schedule a Complimentary Call. Click HERE When it comes to estate planning, you've most likely heard people mention a couple of different types of wills. The most common is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people tal...
Think You Are Too Young to Need An Estate Plan? Think Again
Have Questions? Schedule a Complimentary Call. Click HERE The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related to estate planning. For the first time since the study's inception, Caring.com's 2021 Wills...
How Shopping Around For An Estate Plan Leaves Your Family Unprotected
Have Questions? Schedule a Complimentary Call. Click HERE Maybe you have heard that before investing in a professional service you should “get three estimates.” While often this is wise advice, it is actually a bad idea when it comes to estate planning. This article explains why and how you can ...
Estate Planning 101: Wills and Trusts
Have Questions? Schedule a Complimentary Call. Click HERE Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death...
6 Things You Should NOT Include In Your Will
Have Questions? Schedule a Complimentary Call. Click HERE A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate...