Resources

A Dozen Mistakes to Avoid in Estate Planning

# 1 Mistake: Failing to Address Health Care Decisions #2 Mistake: No Plan to Control Financial & Property Matters During Incapacity #3 Mistake: No Wealth Transfer Strategy #4 Mistake: Failure to Understand & Plan for Death Taxes #5 Mistake: Thinking Children – Minor and Adult – Don’t Need Inheritance Protection #6 Mistake: Failing to Transfer […]
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Thirteen Estate Planning Terms You Need to Know

Estate planning is an incredibly useful tool, not just for the wealthy or those planning for retirement.  Estate planning is something every adult should do.  Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you become ill, minimizing taxes […]
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Why do I need an Estate Plan, or an Estate Planning Attorney? 

It is important to think about Estate Planning as something you do for yourself and should not be overlooked.  One of the best ways to show your appreciation for your loved ones is to make sure they’re cared for – and that applies to the humans and animals in your life. Make sure your valuables, […]
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