Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

December 19, 2022December 19, 2022 Uncategorized

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous amount of wealth will pass from Baby Boomers ... Read more

DON’T FORGET TO PROTECT YOUR FURRY FAMILY: ESTATE PLANNING FOR YOUR PETS

December 12, 2022December 12, 2022 Uncategorized

It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,00 to 500,000 pets ... Read more

How Will A Recession Affect Your Family?

December 5, 2022December 2, 2022 Uncategorized

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest ... Read more

7 Issues to consider when purchasing disability insurance

November 29, 2022November 30, 2022 Uncategorized

If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance ... Read more

How To Manage Your Digital Accounts After Your Death—Part 3

November 21, 2022November 21, 2022 Uncategorized

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by ... Read more

How To Manage Your Digital Accounts After Your Death Part —2

November 14, 2022November 14, 2022 Uncategorized

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by ... Read more

How to Manage Your Digital Accounts After Your Death – Part 1

November 8, 2022November 8, 2022 Uncategorized

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by ... Read more

Trusts & Taxes: What You Need to Know

October 31, 2022November 1, 2022 Uncategorized

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to ... Read more

2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?

October 24, 2022October 24, 2022 Uncategorized

This year,  Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing ... Read more

5 Smart Ways to Pay For Your Funeral That Won’t Leave Your Family to Foot the Bill

October 17, 2022October 17, 2022 Uncategorized

With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan should include enough money to cover this ... Read more