A basic plan might say everything goes to your kids, but it often doesn’t account for what happens if something changes. A beneficiary passes away. A child runs into financial trouble. An asset is sold or replaced. These are normal life events, but they can create unintended consequences if your plan doesn’t anticipate them.
According to a recent poll by Caring.com, 76% of respondents said they believe having a will in place is important. However, only 40% of
Let’s be honest, most of us don’t feel like we have an “estate” to plan. We don’t have big houses on property, large investment portfolios or substantial retirement accounts.
There are SO MANY benefits of having a quality trust that reflects your life. Here are six of some of the significant benefits of having a trust in place for your family.
It’s February and love is in the air. Well maybe not in the air but certainly on every store shelf and on every media outlet. If you walk into a store you
There are ten reasons your estate plan should be reviewed, all listed here in this handy article. Life can take on all kinds of twists and turns. Leave it to an expert to help you make the right decisions as your estate plan evolves with these life changes.
Welcome to 2018! There is something wonderful about a fresh start. The year ahead is filled with possibilities and promise. I opened a new calendar the other day, and the blank boxes begged me to fill them with activities
What should customers know about our pricing?
The short answer is: it depends.
The goal of any will, trust or estate plan is to make it
One of the best ways you can show love for your friends and family is to make sure they’re cared for
Summer Break is upon us. Gone are the days of early mornings lunch packing and late night homework. The sun no longer sets before we
Our daughter was just accepted to the college of her dreams! She is thrilled and can’t stop talking about all the new things she will
Estate planning is one of those things that is always on the “To Do List”. We know we need to get