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August 9, 2019

Avoid Probate, Create an Estate Plan Specifcally Designed for Your Needs

Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan,…

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August 2, 2019

Financial Powers of Attorney

The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the…

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July 26, 2019

Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand…

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July 19, 2019

Can I Make a Video Will?

In the golden age of the smartphone, you’re never far from a camera. This has made the sharing of videos and photos…

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July 12, 2019

Can I Make Estate Plans Without My Spouse?

The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances,…

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June 21, 2019

My Trust is Signed, No Probate for My Family, Right?

Planning ahead has obvious benefits. Whether you’re planning a vacation or researching for a job interview, it’s always smart to outline your…

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June 7, 2019

Is Your Estate Plan Unfinished? Don’t Wait to Complete This Important Process

For most people, thinking about one’s own mortality is unpleasant and low on the list of priorities. While you may objectively recognize…

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May 31, 2019

Want a Greater Sense of Purpose? Plan Your Legacy

When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a positive contribution…

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May 17, 2019

Should You Disinherit a Child?

Most parents choose to leave their estates equally to their children. But sometimes, parents intentionally choose to not leave anything to a…

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May 10, 2019

Which Asset Protection Strategies Are Right for You?

How You Can Keep Claims From Threatening Your Property Most of us do not expect to be sued. However, lawsuits are filed…

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