Estate Planning

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 […]
May 24, 2023

Do You Need a Trust?

Many clients ask if they need a trust. It’s a great question, but it leads to another: What do you want your plan to accomplish? There […]
April 25, 2023

Estate Planning for Couples Marrying Later in Life

Here are some factors to consider when marrying, or remarrying, later in life. Should You Have a Prenuptial Agreement? In most situations, the answer is yes, […]
April 6, 2023

Reward Your Pet with the Best Treat of All—a Pet Trust

According to the American Humane Society, approximately 46 percent of households have at least one dog and 39 percent of households have at least one cat. […]
March 22, 2023

Myths and Misconceptions About Retirement Planning

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the […]
February 9, 2023

Family Feuds—When Heirs Fight Over Assets With Sentimental Value

When we think about heirs fighting over assets, it is the big ticket items that typically come to mind, such as the family home, investments, bank […]
January 24, 2023

Choosing a Guardian for Minor Children

If something terrible happened to you and your spouse, who would raise your children? It’s not something anyone wants to think about, but we should plan […]