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Planning for Tomorrow With Skill & Integrity REACH OUT TO US

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What’s Not to Like About an I Love You Will? Plenty.

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.

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A Will is a Key Component of Any Estate Plan, But It’s Not Enough

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.

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Can You Still Retire Comfortably on a Million Dollars?

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?

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Why You Need a Digital Will

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.

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Planning Tips for the Sandwich Generation

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.

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Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes

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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Eight Factors to Consider When Choosing a Guardian for Your Children

Who should raise your children if, for some reason, you or your spouse are unable to do so? It’s not an easy question to answer, but if you have young children, it is a topic you most certainly should address in your estate plan. Otherwise, a court will decide, and their decision will probably not be the same as the one you would have made and may not even be in the best interests of your children.

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Myths and Misconceptions about Retirement Planning

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the cost of medical care, and more.

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When Was the Last Time You Updated Your Estate Plan?

For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should really look at your estate plan as something that grows and changes with you?

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What to Do When a Loved One is Diagnosed with Dementia

A dementia diagnosis is a traumatic time for any family. Dementia happens slowly and progressively over time. In the early stages, some symptoms are often thought of as just signs of aging.

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