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Videos, Articles, and Blog posts to stay educated and up to date on all things estate planning.
Videos
Wills vs Trusts
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Asset Protection
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Revocable Living Trusts
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Estate Planning
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Video – Our Process
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Articles
Nosy Neighbor Nellie Can Find Out About Your Probate. Really?
Keep your affairs private with an Estate Plan that protects your estate from public record snoopers. Key Takeaways: Probate is not private; it makes your estate a matter of public recordCharities, Will challengers, and financial predators can...
Who’s on Your Estate Planning Team?
5 advisors you should trust when putting your affairs in order Key Takeaways It takes a team of experts to craft a comprehensive Estate PlanThat team should include an Estate Planning attorney, financial advisor, insurance professional, accountant...
Wills vs. Trusts: A Quick & Simple Reference Guide
You may have a Will, but that’s no guarantee your wishes will be carried out. Confused about the differences between a Will and a Trust? If so, you are not alone. While it is always wise to contact Estate Planning experts like us, it is also...
Blog Posts
The Benefits of Having a Will
When you’re young and healthy, creating a will is probably not too high on your list of priorities. But there are many benefits of having a will, especially if you have children. A will is legally binding and protects your spouse, your children,...
How Does the SECURE ACT Affect Your Retirement Accounts?
On December 20th, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which became effective January 1, 2020, is the most impactful retirement legislation of the past decade. The...
A Focus on Family Harmony: Will Your Children Still Be Friends When You’re Gone?
You’ve probably witnessed a family feud erupt after the death of a parent, whether in your own family or with someone you know. Your estate plan is about more than managing assets at disability or death, it also should include strategies for...
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