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Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

Posted on: December 20th, 2017
There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money....

How to Share Family History and Heirlooms with Your Estate Plan

Posted on: December 6th, 2017
The best time to share your family history with loved ones is right now, before the memories are forgotten....

Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help

Posted on: November 22nd, 2017
If you own rental property, however, your estate plan will be more complicated because there are some unique considerations....

Can You Bequeath Your Frequent Flyer Miles?

Posted on: November 8th, 2017
If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once you’re gone. ...

Estate Planning Isn’t Spooky! But not planning can be downright terrifying.

Posted on: October 31st, 2017
The idea of implementing an estate plan might be one of the scariest things you have to confront as an adult. But estate planning does not have to make chills run down your spine. ...

Does My Estate Plan Need to Include My Vacation Property?

Posted on: October 25th, 2017
Yes! If you own a vacation home, timeshare, investment property, or any other asset outside of the state where you are domiciled you must make sure it’s included in your estate plan. If you fail to include these in your estate plan, or fail to have an estate plan at all, your heirs will encounter issues, and usually the expense and hassle of court costs, when inheriting these assets....
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