Give the Gift of Peace of Mind

Give the Gift of Peace of Mind

Ready to get started & join our newsletter? SIGN UP NOW Part of estate planning involves deciding how much you want to give away while you’re alive. Many people get a lot of joy from seeing their loved ones receive cash gifts.  In some sense, that’s infinitely...
What You Need to Know About Probate

What You Need to Know About Probate

If you’re thinking about having your estate plan done, one term you will hear over and over again when you talk to professionals about it is “probate”.  What is probate? Your estate must go through the probate process if you have certain types of assets. Other assets...
Designating a Guardian for Your Children

Designating a Guardian for Your Children

Today we want to share some practical considerations with you–things you should consider before naming one or more people to serve as guardians for your children.  The intent is to encourage you to engage in proactive planning, and also to take some pressure off...
6 Estate Planning Questions You Should Ask Yourself Every Year

6 Estate Planning Questions You Should Ask Yourself Every Year

If you have not revisited your estate plan this year, ask yourself these 6 questions: 1.  Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? 2.  Are your assets being tracked so that if anything happens to you, your family...
Give the Gift of Estate Planning

Give the Gift of Estate Planning

Now is the time to give the gift of estate planning to those you love. This is a gift that will last a lifetime and beyond – and one your family will thank you for! It’s my mission to make sure your family makes the very best legal and financial decisions and is...