Blog
My Estate Planning attorney said I should avoid Probate. What does that mean?
“Probate” is the formal legal process of appointing a responsible party, a “Personal Representative” to settle a deceased person’s debts and...
Estate Planning for the Terminally Ill: A Gift of Love and Security
Estate Planning for the Terminally Ill: A Gift of Love and Security Facing a terminal illness is an emotional and challenging time. While it may be...
Why Attention to Detail Matters When Creating a Will or Trust
Why Attention to Detail Matters When Creating a Will or Trust When it comes to planning for the future, creating a Last Will and Testament and (in...
Legal Tax Breaks for Older Couples Who Sell Their Homes
Consider Irene, who recently became a widow when her husband, Henry, died. Like many married couples, they held the title to their home as Tenants...
Making College Affordable
529 Plans: Making College Affordable With the cost-of-living skyrocketing in recent years and all the competing expenses an average family must...
It’s Our 10-Year Anniversary!
Our Ten-Year Anniversary According to the U.S. Bureau of Labor Statistics, about Sixty-Five Percent (65%) of all new businesses fail during their...
Make Estate Planning Part of Your New Year’s Resolution
Make Estate Planning Part of Your New Year's Resolution We're already three months into the year, are your New Year's resolutions still going...
Why You Should NOT Put Your Child’s Name on Your Deed
Why You Should NOT Put Your Child’s Name on Your Deed Many of our clients want to leave their home to a child and contemplate putting their child’s...
Assets to Discuss with Your Children
If you are planning to leave your children an inheritance, you should know that some assets are more effective for tax and financial purposes, and...
National Estate Planning Awareness Week
National Estate Planning Awareness Week: October 21 to 27 Since 2008, the third week of October has been recognized as National Estate Planning...
Getting Started
Ready to Take the First Step?The best way to accomplish anything is by taking the first step. Our team is ready to work diligently to help you accomplish your estate planning goals. Schedule a consultation today or learn more about our process below.