Blog

Selecting the right type of annuity for yourself is no small feat. Of course, you've put in the research and planned with your financial advisors. But, you might still be wondering what happens to those annuity... Read More

Your wedding is over, and the day was absolutely perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest of... Read More

Your Fall "Legal Affairs" Checklist With the fall season approaching, it's an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was... Read More

Movies are a great escape, but they can be a great learning experience too. I'm surprised at how often scenes from these movies involve issues that are interwoven with estate planning principles. Note: If you... Read More

When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn't necessarily mean they should... Read More

Where is the Best Place to Store Your Original Estate Planning Documents? We are often asked where original estate planning documents - wills, trusts, powers of attorney, and healthcare directives - should be... Read More

5 Things Every New Mother Needs to Know About Wills As a new mother, you naturally want to ensure your new baby's future in every way. For many new mothers, infancy is a time for celebrating new life, and making a... Read More

The Top 2 Ways the Court Gets Involved in Your Estate and How to Avoid Them No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect... Read More

How You Can Build an Estate Plan that Includes Asset Protection Much of estate planning has to do with the way a person's assets will be distributed upon their death. But that's only the tip of the iceberg. From... Read More