Steps for Creating Your Estate Plan

December 18, 2018

Crafting an estate plan is an important piece of the puzzle for planning for the future for not only ourselves, but also our family and friends.  The right estate plan can provide stability for our family, loved ones, or even favorite charitable institutions for many years to come.  There are many steps in planning an […]

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Naming Charities in Your Will and Estate Plan

November 1, 2018

Building wealth and assets takes hard work and often times particular financial strategy.  Estate planning is no different, and with the wrong estate plan, you could end up wasting some of your hard-earned wealth.  In many cases, estate plans focus on leaving assets to family members and close friends upon the death of the testator […]

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Pensions, Investments, and Estate Planning

October 30, 2018

One of the most valuable goals of estate planning is making sure that your family members and loved ones will be able to have a secure future.  A solid estate plan can make sure that the debts of your estate are paid and your assets are properly distributed.  An estate plan can also allow certain […]

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Special Needs Trusts

July 4, 2018

All parents worry about making sure their children are provided for both now and far into the future. Parents work hard to save for extracurricular expenses, daycare costs, and college tuition. Parents of special needs children have even more additional costs to concern them, such as occupational therapy or tuition for a private school to […]

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How Do I Protect Our Family Cabin?

May 23, 2018

Family vacations are a great way to build memories that will last a lifetime.  It is increasingly common for people to plan vacations that include several generations, including grandparents, parents, and children, in order to allow everyone to gather together for holidays or just simply to spend time together.  To make these vacations easier and […]

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