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Steps For Starting the End-of-Life Conversation

Posted on: August 8th, 2018
No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we know we need to prepare. While many people have the desire to share their wishes, something is preventing people from openly communicating with their families....

Joint Tenancy Pitfalls: The ‘Simple’ Fix that Can Leave Your Family Broke

Posted on: July 31st, 2018
As a way to simplify the transfer process and avoid probate, you may be tempted to add a child or other relative to the deed or bank account utilizing the ownership type of joint tenancy with right of survivorship (JTwROS). However, while this type of ownership delivers a lot of potential benefits, it may also be masking some dangerous pitfalls....

How many plans do I need?

Posted on: July 25th, 2018
Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans - financial, tax, legacy, and estate - are vital to your financial well-being and protection of your assets and family. All of these plans are closely linked, affecting one another but also serving different purposes....

How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

Posted on: July 11th, 2018
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who will care for a minor child or children if one or both parents die or are incapacitated....

Declare your Independence from Court Interference!

Posted on: July 4th, 2018
While the rest of the nation celebrates its independence on July 4th, you can rest assured that you too can declare independence for your family -- from court interference....

How to Fix 5 Common Estate Planning Problems

Posted on: June 27th, 2018
Five common estate planning mistakes and how to fix them so that you are fully protecting your family....
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