Don’t Procrastinate on Setting up an Estate Plan: The Top 5 Reasons to Get Started Today

In these uncertain times, it may feel harder than ever to plan for the future. After all, in the space of a few short months any semblance of predictability has been lost and a litany of reasons for worry have taken hold. The Covid-19 pandemic and its associated consequences provoke a fear that for many is paralyzing. However hard this may be to overcome, experts insist that proactive behavior can have a profound positive impact on mental health. Besides the […]

Don’t procrastinate on setting up an estate plan. The top 5 reasons to get started today. 

Did You Miss Our Most Recent “Built to Last” Workshop?

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 again. On June 11 we’re offering “Built to Last,” a free, no-obligation workshop designed to answer any questions you might have about instituting a durable estate plan. One way or another, we look forward to meeting you and answering any […]

Did You Miss Our Most Recent

Think You Don’t Need an Estate Plan? Ask Yourself These 3 Questions First…

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 your bank account, or even your collection of 1st edition comic books, your dog, or the china set that was passed down from your great, great grandparents. Yes, all of those things we just mentioned are part of your “estate.” […]

do i really need an estate plan