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Articles
Saving for School: Planning for Your Family’s Education
According to the National Center for Education Statistics, in the 2018–2019 academic year, the average tuition and fees for a public...
The More You Know: Reverse Mortgages & Estate Planning
You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the...
Why Your Marital Agreement Should Be Shown to Your Estate Planner
It is not uncommon for couples to enter into marital agreements stating what property is separately owned by each spouse and the property...
Wills vs. Trusts: A Quick & Simple Reference Guide
Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us,...
Your Divorce Decree: The First Step in Estate Planning
You have recently divorced your spouse and the judge has signed the divorce decree. Now what? Although you may feel as though you have...
Your Post-Honeymoon Legal Checklist
Your wedding is over, and the day was absolutely perfect. You went away on your honeymoon with your new spouse and had the time of your...
Financial Powers of Attorney
The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances...
Identity Theft – Not Just an Issue for the Living
Identity theft is the last thing a grieving family should have to worry about after the loss of a loved one. Unfortunately, identity...
Kids Going Away To College? Why You Should Include Estate Planning in the Preparation
You may have been running around for weeks, getting your new college student off to school. It's exhilarating, and your heart likely is...
Not Just Death and Taxes: 5 Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes a...
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who...
Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific to...
Effect of Bankruptcy on Estate Planning
Bankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings...
Estate Planning for Rental Property Owners
In all parts of the country, services such as Airbnb have grown in popularity over the past few years. Indeed, these alternatives to hotel...
Estate Planning Strategies to Protect Your Spouse
You have searched for and found the love of your life, maybe your first love, or maybe after a previous marriage. As you have built your...