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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...

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...

4 Tasks to Complete Before Going on Vacation

Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental...

7 Events That Necessitate a Review of Your Estate Plan

Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is...

When Something is NOT Better Than Nothing—Part 2

In our last blog, we shared the first part of this series discussing the hidden dangers of do-it-yourself estate planning. In part two,...