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...
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...
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...
Estate Planning for Single Parents

Estate Planning for Single Parents

If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, sports teams and the inevitable emergencies that fill the lives of single parents everywhere. Being a single parent is a...
7 Reasons You Need a Trust for Your Family

7 Reasons You Need a Trust for Your Family

So many people think trusts are only for the wealth or super-wealthy. That’s not the case. There are a number of reasons why trusts are beneficial to any family.  Here are 7 of them: 1.  Control distribution of assets. You wouldn’t hand over your car keys to a...