Estate Planning is Like Building a Snowman

Estate Planning is Like Building a Snowman A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, and top snowballs, as well...

New Year, New Estate Plan

Welcome to 2020! A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But making New Year’s resolutions is not enough: Take action now to ensure that you and your family or loved ones...

The SECURE Act: How Does It Affect Your Retirement Accounts?

The SECURE Act: How Does It Affect Your Retirement Accounts? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation...

Preparing For Back-To-School: More Than Just The School Supplies

It is almost time to start thinking about what your children will need for school. It is also the perfect time to make sure that your children are protected – and that they will have the funds they need for the education you want them to have. Name That Guardian...

In Case Of Emergency: What Documents Do I Need?

One of life’s toughest challenges is to face serious illness, incapacity, or the end of life for a loved one. Here is exactly what you need to know about each of your valuable estate planning documents to help guide you through those times. We create both legal and...

Will My Debt Outlive Me: What Happens To Debt After Death

If you have ever wondered what would happen to your debts after passing, you are not alone. This is one of the most frequent questions we hear from clients. While each estate is unique, below is what you can typically expect from the most common types of debt. Student...