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...
Probate & Trust Administration – What to Do First

Probate & Trust Administration – What to Do First

Have you been named the executor of someone’s estate or the Trustee of a Trust? This is a very important role and the appointment reflects their trust and faith in you to follow their wishes. There are a number of details and important deadlines. Immediately following...
What Is a Special Needs Trust?

What Is a Special Needs Trust?

How to Care for Children with Special Needs Through Estate Planning. For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and...
Give A Gift That Will Last A Lifetime and Beyond

Give A Gift That Will Last A Lifetime and Beyond

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...