If you have extra time over the next few weeks, consider taking a few minutes to reflect on your estate plan!

But even after we’ve helped our clients understand why they should plan their estate, the how is where they get caught up sometimes.

We have said it many times - everyone should have an estate plan, and life insurance is integral to that plan. Life insurance and estate...

Writing a will is something a lot more Americans should do. To explain why, let’s bust 5 myths about wills so we can turn around the...

You’re not too young to have a will. Here are a few reasons why we feel confident saying that. Reason 1: You Are Not Immortal If the last...

There are a few things that go into establishing legal guardianship. Whether it’s for an adult or a child, here are a few things you...

A great trust can change the lives of its beneficiaries forever. On the other hand, if the trust is likely invalid, it might make sense...

A power of attorney (POA) is something you may have heard of but haven’t set up yet. We get it- life is busy. However, a POA is something...

Do you have a complete estate plan? Here are three ways to know if you’re all set or still have some work to do. A Complete Estate Plan...

Sometimes our clients come to us asking to learn more about education trust. What is an education trust? What are the advantages of this...