Tom

October 13, 2017

Irrevocable Life Insurance Trust

An Irrevocable Life Insurance Trust (ILIT) is an irrevocable trust that applies for, owns, and maintains life insurance. It’s purpose is to…

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October 6, 2017

Tools You Can Use to Leave Words of Wisdom to the Next Generation

You come into the world a blank slate, and as you grow, you gain wisdom. You’ve planned your estate to leave physical…

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September 29, 2017

Estate Planning After Divorce

One area that is often overlooked in the divorce process is the need to update estate planning. Most people would agree that…

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September 22, 2017

How A Living Trust Helps Your Family

There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create…

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September 1, 2017

Here are some things to take care of before you send your child away to college:

You may have been running around for weeks, getting your new college student off to school. It’s exhilarating, and your heart likely…

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August 25, 2017

Which life events that require an immediate estate plan update?

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or…

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August 19, 2017

Do It Now: Name a Guardian for Your Minor Child(ren)

We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too…

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August 11, 2017

Estate Planning: Why Me, Why Now, and Is a Will Enough?

You have worked hard for years, have family members and friends you care about, and have approached a time in your life…

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August 4, 2017

Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re…

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July 28, 2017

How do I ensure that there isn’t a will contest?

We’ll need to change the question to “How can I best ensure there isn’t a will contest?” because we live in a…

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