Latest Posts
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From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to…
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Got Intellectual Property? Include It In Your Estate Plan
You don’t have to be a famous producer or household name to own intellectual property.…
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Help Your Parents Avoid These New Financial Scams – Part 2
In part one of this series, we explored two popular scams that are targeting older…
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AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
August is National Make-A-Will Month and you may have received an advertisement in your inbox…
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Help Your Parents Avoid These New Financial Scams – Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it…
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Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it’s…
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Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one…
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10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2
You might think that estate planning is something you can complete one time and then…
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10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1
Maybe you thought that creating a Will or Trust is something you can do once…
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What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might…
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Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
July is National Family Reunion Month and the perfect time to reconnect with family from…
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Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless
Including a Trust as part of your estate plan is a smart decision. It allows…
