Ever since announcing our “opening” we haven’t been able to keep up with all the calls asking for the return of our in-office workshops. You asked, we listened! Our May 28 event sold out immediately and so we’re at it…
The word “estate” sounds much more aristocratic than it is. If you’re envisioning mansions and Rolls Royces and retirement accounts filled with millions of dollars, well, yes…that is an estate. However, so is your home, your car, the money in…
When you were a child, you toted your prized possessions around with you wherever you went. Your little red Radio Flyer traveled with you around the yard and neighborhood. Packed with as many toys, sand box tools, dolls, and Army…
When should you consider visiting with an estate planning attorney? When you reach the age of 18! Having proper legal documents in place can make transitions in life easier for you and your loved ones in the event of illness,…
Most people believe that having a proper estate plan in place is important to ensure that they and their families are taken care of. According to Caring.com’s 2019 survey, 76 percent of respondents believe that having a will is important,…
Aretha Franklin Died Without an Estate Plan Dear Reader, The "Queen of Soul," Aretha Franklin, is known and loved around the world, and there are millions that can sing along when her famous anthems "R.E.S.P.E.C.T." and "A Natural Woman"…
Dear Reader, There is a new generation of high net worth clients emerging, and the advice we give to these nouveau riche is quite different from the advice we would render to our seasoned clients. In fact, much…