It is estimated that nearly 70% of Americans have no plan in place for their estate when they die. There are several reasons that this number is so high, starting with the fact that many people are uncomfortable talking about death. It’s true that this can be...

An estate plan is a collection of legal tools and documents - such as wills, trusts, powers of attorney, healthcare directives, and others - that help determine how your hard-earned money will be protected during your lifetime and passed on to your chosen...

If you have recently experienced the death of a loved one and are searching for information or advice on what to do next in order to settle their affairs, let us first express our deepest condolences for your loss. Death can be difficult and confusing for family...

An estate plan is a collection of legal tools that lay out exactly how your wealth should be managed, both now and in the future. Think of it as the most effective way to get your affairs in order and ensure that your legacy is preserved in the way you intended! Many...

An estate plan is a collection of legal tools, such as wills and trusts, that can determine what will happen to your assets and your family members, both now and in the event of your death and/or incapacitation. Your estate plan needs to have at the minimum a will and...

If you’re nearing retirement, you need to start thinking about the future (if you haven’t already!). There are two big mistakes that middle-aged and senior adults tend to make when it comes to planning ahead. The first is to procrastinate, as no one is guaranteed...