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...
Aug 28, 20237 min read
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 common to opt for group legal insurance...
Aug 4, 20235 min read
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 crucial task that is often overlooked: designating...
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...
May 8, 20235 min read
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead If you’re a pet owner, you know the special bond that exists between...
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...
Apr 11, 20236 min read
Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs
I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning...
Mar 27, 20233 min read
Why Every Business Owner Should Consider A Trust
Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession...
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,...
Mar 6, 20233 min read
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
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...
Jan 30, 20236 min read
Creditors And Your Estate Plan
In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for...
Nov 29, 20226 min read
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...
Nov 22, 20225 min read
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...
Nov 14, 20224 min read
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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,...
Oct 24, 20225 min read
HOW AN ESTATE PLAN CAN PROTECT YOUR BUSINESS & FAMILY
You’ve most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even writing...
Oct 10, 20225 min read
5 SMART WAYS TO PAY FOR YOUR FUNERAL THAT WON’T LEAVE YOUR FAMILY TO FOOT THE BILL
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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