» Estate Planning

With everything going on in the world right now, anyone can get a little anxious. Here is a preparedness checklist anyone can use to help you prepare for these uncertain times and be in control of your situation. Feel free to share with anyone that m… Read More

I recently met with a client for estate planning. During our discussions about the various ways that assets pass after death, she said, “I heard at an estate planning seminar that a trust is the only way to avoid probate. Isn’t that true?… Read More

News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. Although it may seem as though circumstances are spinning beyond our control, we are not powerless. There are step… Read More

There are many ways to express love for your special Valentine. While roses and chocolate are always a good standby, estate planning can also be from the heart. An “I Love You” will is a common type of will that is used by estate planning… Read More

As is always the same each year, everyone makes resolutions on what they would like to do differently than in the past over the next year. Generally, saving money, eating healthier, and losing weight are atop of these lists, which are difficult and o… Read More

When we talk about estate planning, we often talk about who should inherit your assets after you’ve passed away. But what happens if you die with debt? Will your loved ones be responsible for paying back your debt? The laws pertaining to the repaym… Read More

When beginning to prepare your estate plan, it’s important to consider how much control you want to have over your beneficiaries. While an estate plan can be a great way to leave your legacy, you can also use it to influence the decisions of th… Read More

The SECURE Act, which recently passed with nearly unanimous support in the House, is now stalled in the Senate. Reportedly, there are a couple senators withholding support at this time. The Senate was hoping to pass the bill with unanimous support. I… Read More