Estate Planning

December 30, 2021

Things to Know About Estate Planning

The law describes estate planning as a legal document summarizing the property a person owns and how to distribute these assets when…

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December 16, 2021

A Guide for Understanding Advance Directives

Kevin was watching his wife Winnie in her nursing home room with tears in his eyes. The medical staff just finished inserting…

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December 9, 2021

Spending Among Wealthy Retirees Is Low and This Is Why

Even though we have experienced a cycle of more than 10 years of economic growth, many wealthy retirees are reluctant to spend…

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December 2, 2021

Add a Personal Property Memorandum to Your Will or Trust

When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like…

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November 25, 2021

What Is Covered in a Will?

The legally binding directive declaring who will receive your assets upon death is called a will, and a will is an important…

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November 18, 2021

A Guide for Understanding Irrevocable Trusts

A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children –…

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November 11, 2021

How Do I Know if I Need Probate?

Probate is the legal process by which the estate is authenticated and the deceased’s assets are distributed to the beneficiaries. Whether or…

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October 18, 2021

Estate Planning Awareness Week: Don’t Fall Victim To These Common Myths

This week is Estate Planning Awareness Week. …

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October 14, 2021

Establish a Trust to Pass Wealth and Family Values on to Your Children

Parents need to instill family values at an early age to ensure the adoption of these family values. Undoubtedly the best time…

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October 7, 2021

Short-Term Disability Insurance and Its Many Benefits

Imagine this scenario, an unwed middle-aged lady, Sandy, being the sole caretaker for her 85-year-old mother. Sandy still worked full time and…

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