Blog

July 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.

June 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?

June 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.

Jan. 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.

Jan. 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.

Dec. 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?

Dec. 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.

Dec. 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.

Nov. 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.

Oct. 25, 2022

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.