Latest Blog Posts

When Is It Time to "Service" Your Estate Plan?

Posted on: July 31st, 2018
Over the course of your lifetime, your estate plan will need check-ups, maintenance, tweaking, and maybe, even replacing. ​...

The Perils of Joint Property

Posted on: July 27th, 2018
The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate....

How do I avoid probate?

Posted on: July 25th, 2018
How do I avoid probate?...

Money Isn’t Everything in Estate Planning

Posted on: July 23rd, 2018
Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. ...

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

Posted on: July 20th, 2018
It’s all too clear that most of us think “estate planning” is a euphemism for “deathtime” planning. ...

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Posted on: July 17th, 2018
As many baby boomers make the financial transition into retirement, many are learning that they have made some of the most typical retirement mistakes....

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

Posted on: July 13th, 2018
Life insurance is an important estate planning tool, but without certain protections in place, there's no guarantee that your spouse or children will receive the benefit of your purchase of life insurance....

Money Isn’t Everything in Estate Planning

Posted on: July 9th, 2018
Reinforcement of family traditions can be built into your estate plan alongside your wishes regarding your money, property, and belongings. ...
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