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May The Force Be With Your New Year's Planning
The end of the holiday season is only a few weeks away. With that comes the planning and the standard New Year’s resolutions that people...
Dec 8, 20172 min read


You Need A Will. Here Are Ten Reasons Why.
According to AARP, August is National Make-A-Will Month. Having a will is arguably one of the most important things you can do for...
Aug 2, 20174 min read


Remember This Memorial Day And Every Day After
Remember. Memorial Day. There is so much weight behind those two words. One week from today, at 3:00pm local time, we will take the time...
May 22, 20172 min read


Don't Wait Until It's Too Late
Individuals diagnosed with dementia need a trusted family member or friend to make a commitment to help them make important financial and...
Feb 23, 20173 min read


The Perils of Promises...Marlon Brando's Story
The Perils of Promises...Marlon Brando’s Story Legendary Oscar-winning actor Marlon Brando left the bulk of his estate (worth...
Aug 31, 20163 min read


Estate Planning Boot Camp: Lesson 4 - Whitney Houston’s Legacy
Whitney Houston’s Last Will and Testament is a prime example of the problems that arise when insufficient estate planning is in place....
Nov 9, 20152 min read


Estate Planning Boot Camp: Lesson 2 - Understanding the Significance of Trusts
When used properly, trusts can provide significant advantages to even the smallest estate. Given the numerous types of trusts, this...
Oct 15, 20157 min read


Estate Planning Boot Camp: Lesson 1
Definition of Estate Planning According to the American Bar Association, Estate Planning is a process by which an individual designs a...
Oct 6, 20155 min read


Beneficiary Designations
One area of planning that many people overlook is their beneficiary designations. Have You Checked Your Beneficiary Designations Lately?...
Nov 12, 20142 min read


Married Couples and Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the...
Nov 4, 20144 min read
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