As year-end approaches, many of us begin reviewing this past year and planning for the upcoming year. Reviewing and planning is an essential part of life, growth and progress; they help us learn fro...
What to Do with Your Estate Planning Documents
We are often asked by our clients what they should do with the estate planning documents that we prepare for them. Obviously, taking the time to create an estate plan is a critical first step; howev...
Top 4 Excuses People Use to Avoid Estate Planning
When it comes to estate planning, most of us are understandably conflicted. It forces us to confront our mortality and consider the future of those we leave behind. And yet it’s also a vital asp...
The Benefit of Having a Power of Attorney
We are frequently asked about powers of attorney and what the benefit of having one might be. Financial and health care powers of attorney are critical estate planning documents. If you are ever injur...
Control Your Asset Distribution With A Last Will & Testament
Did you know that 55% of Americans do not have a Last Will & Testament? That means that 55% of us have not taken the opportunity to establish how we would like our assets distributed, who we wou...