Latest Blog Posts

Digital Assets - Now a Part of Estate Planning

Posted on: October 18th, 2017
Unless we include our digital assets and social media in our estate planning, our family or administrator may not be able to find critical documents. ...

‘Till Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage

Posted on: October 18th, 2017
If you and your significant other love each other but don’t want to tie the knot, you need an estate plan that takes into account your specific situation while protecting you both, along with any other family members or loved ones you wish to include....

Does Your Estate Plan Protect Your Adult Beneficiaries?

Posted on: October 16th, 2017
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. ...

Year End Estate Planning Tip

Posted on: October 16th, 2017
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 holiday season....

Four Steps to Stop Mail Addressed to a Deceased Person

Posted on: October 13th, 2017
One of the first things you should do as a newly appointed executor of a deceased person's probate estate is ask the post office to forward the deceased person's mail to your address....

Incorporating Faith and Values in Estate Planning

Posted on: October 11th, 2017
For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this....
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