Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...
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Oct 2, 20236 min read
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...
Sep 26, 20236 min read
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 tie the knot soon, it’s time to make your first legal move...
May 15, 20236 min read
Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...
Apr 18, 20236 min read
3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...
Mar 23, 20233 min read
Why Everyone Needs to Keep Their Estate Plan Updated
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...
Feb 27, 20234 min read
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a...
Feb 13, 20235 min read
Will Your Estate Plan Work When Your Family Needs It?
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...
Nov 1, 20225 min read
TRUSTS & TAXES: WHAT YOU NEED TO KNOW
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...
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