29 Aug Estate Planning Would $23,000 Make a Difference to You? August 29, 2024 Posted by client Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. This frustrating scenario became a real... Continue reading
22 Aug Estate Planning Would You Make This Million Dollar Mistake? August 22, 2024 Posted by client Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as... Continue reading
15 Aug Estate Planning Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers August 15, 2024 Posted by client For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael Jac... Continue reading
08 Aug Uncategorized Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter August 8, 2024 Posted by client For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of ou... Continue reading
01 Aug Uncategorized Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts August 1, 2024 Posted by client This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week,... Continue reading
25 Jul Uncategorized Celebrity Estate Plans Series Part 1 of 4: Michael Jackson July 25, 2024 Posted by client What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. So, for ... Continue reading
11 Jul Uncategorized 3 Strategies For Navigating Your Child’s Transition Into Adulthood July 11, 2024 Posted by client When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their hea... Continue reading
01 Jul Uncategorized What Probate Is and How To Avoid It — Part 2 July 1, 2024 Posted by client Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your a... Continue reading
27 Jun Uncategorized What Probate Is and How To Avoid It — Part 1 June 27, 2024 Posted by client Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as prob... Continue reading
19 Jun Uncategorized Avoid These 4 Common Estate Planning Pitfalls June 19, 2024 Posted by client If you’re a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future. How... Continue reading