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7 Things to Consider When Buying Disability Insurance
If you earn a good living now but worry about not having enough money for a future time when you cannot work due to illness or injury,...
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- 6 min
How to Manage Your Digital Accounts After Your Death — Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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- 6 min
How to Manage Your Digital Accounts After Your Death — Part 2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
7 views
- 7 min
Is Your Estate Plan Up-To-Date?
One of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan...
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- 5 min
5 Ways to Pay for Your Funeral So Your Family Doesn’t Have to
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...
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- 4 min
Avoid Capital Gains Tax With A Charitable Remainder Trust
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to contact us to...
37 views
- 6 min
Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...
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- 6 min
What Your Will Can and Can't Do—Part 2
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
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- 5 min
What Your Will Can and Can't Do—Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
21 views
- 5 min
3 Considerations When Saving for Your Child’s (or Grandchild's) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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- 4 min
3 Considerations When Saving for Your Child’s (or Grandchild's) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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- 4 min
4 Asset Protection Strategies for Your Family's Wealth
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...
21 views
- 6 min
Reduce the High Cost of Dying With Estate Planning—Part 2
Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared...
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- 6 min
Reduce the High Cost of Dying With Estate Planning—Part 1
Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared...
15 views
- 6 min
5 Estate Planning Concerns for Those Married Multiple Times
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
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- 6 min
3 Reasons Why Singles Without Kids Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...
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- 7 min
Pass On Family Heirlooms & Keepsakes While Preventing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...
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- 8 min
10 Estate Planning Mistakes to Avoid—Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
15 views
- 7 min
10 Estate Planning Mistakes to Avoid—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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- 4 min
How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family's Legacy
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...
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