Tom

September 6, 2022

Updating Your Estate Plan After a Divorce

After a divorce, there are several things that may be forefront in your mind. First and foremost, typically is finding a way…

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August 16, 2022

Review and Update Your Retirement Plan Beneficiaries

Retirement accounts are an important part of your overall estate plan. However, there is always the possibility that you may pass away…

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August 2, 2022

Estate Planning: How to Choose Your Fiduciary

During the estate planning process, there are several important decisions that you will need to make. For example, you will need to…

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July 19, 2022

Charitable Giving: Charitable Trusts

There are multiple estate planning tools that people can employ to donate to charities. For example, they can create charitable trusts. While…

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July 5, 2022

Estate Plan Update After Receiving an Inheritance

While it is important for all people to engage in estate planning, many people make the mistake of developing a plan and…

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June 21, 2022

Estate Planning for Young Families

Congratulations! You’re at a point in your life where you have settled down and you’re enjoying watching your family grow and change….

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June 7, 2022

What is a Life Estate?

Without question, your home is one of the most important assets that you will have during your lifetime. However, there are countless…

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May 24, 2022

How to Select an Estate Executor

Typically, when people draft a will, they designate a person to act as the executor of their estate. Many people may be…

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May 11, 2022

4 Reasons You Should Review Your Estate Plan

There are many people who have misconceptions when it comes to developing an estate plan. They mistakenly believes that an estate plan…

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April 26, 2022

What is a Special Needs Trust?

If you have a child or grandchild with special needs, it is important to take extra care in planning for their future….

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