10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2

May 17, 2022May 17, 2022 Uncategorized

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together ... Read more

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1

May 7, 2022May 7, 2022 Uncategorized

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together ... Read more

How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

May 2, 2022May 2, 2022 Uncategorized

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, ... Read more

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

April 25, 2022April 25, 2022 Uncategorized

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart ... Read more

How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk

April 18, 2022April 18, 2022 Uncategorized

If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long and ... Read more

Does Your Family Need Umbrella Insurance?

April 13, 2022April 14, 2022 Uncategorized

In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is especially true if you have substantial wealth, but even those ... Read more

Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust

April 4, 2022April 4, 2022 Uncategorized

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking ... Read more

7 Last-Minute Moves To Save On Your Taxes For 2021

March 28, 2022March 28, 2022 Uncategorized

Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill ... Read more

Probate: What It Is & How To Avoid It—Part 2

March 18, 2022March 18, 2022 Uncategorized

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before ... Read more

Probate: What It Is & How To Avoid It—Part 1

March 9, 2022March 18, 2022 Uncategorized

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed ... Read more