Latest Blog Posts

Do you really need a will?

Posted on: February 26th, 2019
Do you really need a will? The short answer to this question is β€œyes.” In fact, everyone who owns anything - no matter how little value it may seem to have - should have a will....

Why Your Estate Planner Needs to Know If You've Lent Money to Family

Posted on: February 25th, 2019
We have all heard stories of families torn apart because of disagreements over money. So, what can you do to make sure your intra-family loans help β€” rather than hurt β€” your family?...

The More You Know: Reverse Mortgages & Estate Planning

Posted on: February 19th, 2019
You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet. The concept and sell is a simple one: as long as you own and live in your home, you can supplement your retirement...

Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning

Posted on: February 8th, 2019
In the event of your untimely death, the manner in which your beneficiaries -- or those people who receive your assets from your estate -- are determined is highly dependent on how your property is titled....

Debt After Death: Why You Should Think About It When Estate Planning

Posted on: February 4th, 2019
A little bit of planning can go a long way in ensuring your family and loved ones are protected in the event of a tragedy....
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