5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

March 2, 2023March 10, 2023 Uncategorized

In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely ... Read more

Before You Agree to Be a Trustee, Read This! 

February 22, 2023February 22, 2023 Uncategorized

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is ... Read more

Will Your Estate Plan Work When Your Family Needs It?

February 14, 2023February 10, 2023 Uncategorized

Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to ... Read more

4 Common Mistakes Made On Life Insurance Beneficiary Designations 

February 7, 2023February 7, 2023 Uncategorized

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you ... Read more

Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

February 1, 2023February 1, 2023 Uncategorized

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you ... Read more

Why Every Adult Needs A Living Will

January 23, 2023January 16, 2023 Uncategorized

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which ... Read more

Estate Planning Must Haves For Parents – Even If You Have Legal Documents

January 16, 2023January 16, 2023 Uncategorized

A comprehensive estate plan — which we prefer to see as a Life and Legacy Plan — can protect what matters most to you. For many, this means everything you ... Read more

Creditors And Your Estate Plan

January 9, 2023January 9, 2023 Uncategorized

What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, ... Read more

3 Essential Questions To Ask Before Creating Your Will Online

January 5, 2023January 5, 2023 Uncategorized

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for ... Read more

Green Funerals: 6 Eco-Friendly Options For Your Remains

December 27, 2022December 21, 2022 Uncategorized

The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have bodies that die and must be disposed of—we ... Read more