Blogs
Advanced Funeral Planning
Advanced funeral planning may seem premature or morbid, but it can also be a cathartic experience and a gift to your heirs and family members. You may not realize all of the anguish that can happen after death, as loved ones worry about honoring someone’s wishes correctly. Wouldn’t it be a…
End of 2020 Checklist
Since things have been in a constant state of flux this year, we haven’t always had the time to take inventory of the changes and how they impacted us. Especially how they may have impacted our estate plan. As we look forward to 2021, there is still an opportunity at the end of 2020…
Thanksgiving Conversation Starters
The holidays will not look the same this year for many families. While we are all hoping to gather together, our plans may have to change or look very different. But as plans change, so should our conversations about life’s unexpected turns. Family gatherings, whether in person or…
Holiday Gift Giving Guide
Holiday gift giving can feel rewarding and fulfilling by showing your appreciation to loved ones and friends. Unfortunately, in person shopping has become difficult this year due to store restrictions and CDC social distancing guidelines. But one of the best ways to safely gift this year is…
Estate Planning for Unmarried Couples
If you are single, or unmarried with no kids, you may not have thought much about estate planning. You might have assumed estate planning is only for married couples who need contingency plans for minor children. Just because you have no dependents, doesn’t mean your life…
Estate Planning for Millennials
As a Millennial, you might feel like you are too young for estate planning. But the fact is, once you turn 18, you need to have certain documents in order to protect you. Estate planning is not just for your parents or people who have a lot money and real estate. Estate planning is for every age…
Wealth Planning – Teach Your Children Well
Currently, Baby Boomers are the wealthiest generation of all time, and they are set to leave their wealth to their children, generally of the X and Y (Millennial) generation. With mounting college loans, and the rising cost of living, Millennials are poised to inherit the vast majority of their…
Trusts for Beginners
A Trust is one of the safest methods of estate transfer to your designated beneficiaries. It allows another party (the Trustee) to act on your behalf as the authority to your assets. Most people choose to set up a Trust to avoid Probate, and help ease burdens to heirs and/or to plan for incapacity…
What is Probate & How We Can Help
Probate is the legal process by which an estate is settled. Literally speaking, Probate means to “prove” a Will is valid after someone passes away. That means making sure the inheritance goes to the right heirs and that all of the deceased’s wishes are carried out. Not all Wills are legally sound,…