Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...
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- Apr 24
- 5 min
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead
If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t...
- Mar 6
- 3 min
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
- Feb 8
- 4 min
Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...
- Jan 28
- 4 min
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...
- Jan 3
- 5 min
3 Essential Questions To Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...
- Oct 14, 2022
- 7 min
2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
- Sep 27, 2022
- 6 min
ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...
- Aug 29, 2022
- 5 min
3 Critical Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
- Aug 19, 2022
- 4 min
3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
- Aug 8, 2022
- 5 min
4 Essential Strategies For Protecting Your Family's Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...
- Jul 22, 2022
- 6 min
How Estate Planning Can Reduce The High Cost Of Dying—Part 1
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...
- Jul 12, 2022
- 6 min
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
- Jul 6, 2022
- 6 min
What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
- Jun 24, 2022
- 8 min
Estate Planning FAQs For LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the...
- Jun 13, 2022
- 4 min
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...
- May 27, 2022
- 4 min
Don't Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...
- May 20, 2022
- 8 min
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...
- Feb 12, 2021
- 5 min
New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning
Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to...
- Nov 24, 2020
- 4 min
Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1
Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet,...
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