Getting Remarried: Avoiding Estate Planning Mistakes

By : | Category : Estate Planning | Comments Off on Getting Remarried: Avoiding Estate Planning Mistakes

11th Aug 2016

Second chances can bring a lot of joy, especially in the context of getting remarried. In fact, blended families now outnumber traditional families, according to the U.S. Census Bureau. This is not just because of rising divorce rates – our … more

Happy 4th of July

By : | Category : News | Comments Off on Happy 4th of July

1st Jul 2016

We would like to express our gratitude to the men and women who have and currently serve this country to keep us safe.  We truly appreciate your sacrifices, and those of your families.  We appreciate all that you do. Please … more

Four Things a Living Trust Does Not Do

By : | Category : News | Comments Off on Four Things a Living Trust Does Not Do

24th Jun 2016

There tends to be quite a bit of confusion regarding Trusts, and what they actually do.  There are many benefits to a Revocable Living Trust, but here are four things that it does not do. It does not control medical … more

6 Steps For Estate Planning

By : | Category : Asset Planning, Estate Planning | Comments Off on 6 Steps For Estate Planning

14th Jun 2016

Having an estate plan is essential to meet your financial goals and to provide and protect your loved ones after you have passed.  There are 6 essential steps for setting up your estate plan. Create an inventory of what you … more