Blog
June 14, 2024
If something terrible happened to you and your spouse, what would become of your children? It’s not something anyone wants to think about but think about it we must.
Read MoreJuly 28, 2023
If you already own a business or are considering starting one soon, you are likely exploring strategies to ensure your venture can maintain profitability and staying power.
Read MoreJune 9, 2023
It can be tempting to avoid costs of creating an estate plan when your only significant asset is your home. After all, what's the harm of simply putting your home in your child's name to avoid probate and be done with it?
Read MoreJune 2, 2023
For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary.
Read MoreJan. 23, 2023
An “I Love You Will” is a last will and testament in which the testator—the person who makes the will—leaves everything to his or her spouse.
Read MoreJan. 19, 2023
When most people think of estate planning, usually writing out their will comes to mind. While a will can help you accomplish a few important planning goals, it’s certainly not a complete plan to protect your future.
Read MoreDec. 28, 2022
Once upon a time, amassing a million dollars for retirement meant that your golden years would be very golden indeed. But what about now—is a million dollars still enough money to enjoy a luxurious retirement?
Read MoreDec. 7, 2022
Digital technology has transformed the way we live. Our society has irrevocably plunged into the digital world. As technology becomes ever more deeply embedded into our daily lives, we need to plan accordingly.
Read MoreDec. 6, 2022
The term “sandwich generation” refers to people who are raising their own children while simultaneously trying to care for aging parents. If you are “sandwiched” between these two roles, the stress can seem overwhelming. Here are some tips for managing the challenge.
Read MoreNov. 10, 2022
How can you prevent your heirs from fighting over items with sentimental value? Many people believe that a statement in a will or trust that basically says “tangible personal property should be divided as my heirs see fit” will solve the problem.
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