Latest Blog Posts

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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