Estate Planning

February 9, 2024

A Will is a Key Component, But It’s Not Enough

When considering estate planning, most people immediately think about drafting a will. While a will is indeed crucial for many planning goals, it’s essential to understand […]
January 11, 2024

Think Twice Before Deciding to Serve as a Trustee

Serving as a trustee is a profound honor, a testament to the trust and confidence someone places in you to manage a significant portion of their […]
December 12, 2023

Holiday Reflections: Keeping Your Plans in Check

As we approach the holiday season and 2023 comes to an end, it’s a natural time to think about the year and the changes that have […]
November 22, 2023

Avoid These Common Mistakes When Downsizing for Retirement

Are you considering downsizing for retirement? Perhaps you’ve entertained the idea of selling your current home, moving into a smaller one, and using the proceeds to […]
October 24, 2023

Estate Planning Fundamentals

In honor of last week’s National Estate Planning Awareness Week, we have compiled a list of some commonly used tools in Estate Planning and a brief […]
October 6, 2023

When Was the Last Time You Updated Your Estate Plan?

For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should […]
August 8, 2023

The Five Year Probate Battle Over Aretha Franklin’s Estate

How important is Estate Planning? This is a question often answered with “Very Important”, however the subject can be quickly overlooked, or forgotten about. While many […]
July 18, 2023

Estate Planning Precautions for Blended Families

Estate Planning for blended families can present unique challenges. When either spouse brings children from a previous marriage it can affect how one wants their assets […]
June 26, 2023

Five Different Trusts Used to Achieve Specific Planning Goals

Have you been thinking about starting your Estate Planning, but have no clue where to start? Did you know that you aren’t bound to one type […]
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