Protect Your Aging Loved Ones From Undue Influence

September 11, 2022September 11, 2022 Uncategorized

Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left ... Read more

What Your Last Will & Testament Will (And Will Not) Do—Part 2

September 6, 2022September 6, 2022 Uncategorized

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only ... Read more

What Your Last Will & Testament Will (And Will Not) Do—Part 1

August 29, 2022August 28, 2022 Uncategorized

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only ... Read more

3 Critical Considerations For How to Save For Your Child’s (or Grandchild’s) College Education – Part 2

August 22, 2022August 22, 2022 Uncategorized

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust.  ... Read more

3 Critical Considerations For How to Save For Your Child’s (or Grandchild’s) College Education – Part 1

August 15, 2022August 12, 2022 Uncategorized

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.  ... Read more

4 Essential Strategies For Protecting Your Family’s Assets

August 9, 2022August 9, 2022 Uncategorized

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even ... Read more

How Estate Planning Can Reduce The High Cost Of Dying—Part 2

July 25, 2022August 20, 2022 Uncategorized

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether ... Read more

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

July 16, 2022July 16, 2022 Uncategorized

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether ... Read more

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

July 11, 2022July 11, 2022 Uncategorized

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get remarried ... Read more

What You Need to Know About Collecting Life Insurance Proceeds

July 5, 2022July 5, 2022 Uncategorized

If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can ... Read more