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...
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Aug 2, 20174 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...
May 22, 20172 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...
Feb 23, 20173 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...
Aug 31, 20163 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...
Nov 9, 20152 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....
Oct 15, 20157 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 6, 20155 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...
Nov 12, 20142 min read
Beneficiary Designations
One area of planning that many people overlook is their beneficiary designations. Have You Checked Your Beneficiary Designations Lately?...
Nov 4, 20144 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...
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