How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud

June 7, 2022June 7, 2022 Uncategorized

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren’t the ... Read more

Don’t Let Your Kids Leave Home Without Signing These 3 Documents

June 1, 2022June 1, 2022 Uncategorized

As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other life goals. This can be ... Read more

Key Milestones For Planning Your Retirement

May 26, 2022May 26, 2022 Uncategorized

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While ... Read more

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