Did you establish your estate plan several years ago? Do you have significant changes in your family? Are you in need of changing those you have named to act as a Successor Trustee or Guardian? Have … [Read more...]
Planning Ahead
There are a range of people in the estate planning world; those who don’t know anything about an estate plan, those who have heard of one but don’t really know anything about it, and those who are … [Read more...]
Refer a Friend or Family Member!
We appreciate the many clients that have referred their friends and family members to our firm. If you have a friend or family member who you think might benefit from a complimentary consultation with … [Read more...]
Article: Don’t Have A Will? Lack of Estate-Planning Could Cost Your Successors Dearly
I think it is common for many individuals to “forget” about creating an estate plan during their lifetime. Either they procrastinate and push it off until later, they don’t know which estate planning … [Read more...]
Beginner Estate Planning for Millennials
I think many individuals don’t believe they are “old enough” to have estate planning documents. When I was in my late 20’s, I know I felt like I was too young to be worrying about designating … [Read more...]
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