Estate Planning

January 15, 2018
Header Start The New Year Right

Start The New Year Right With an Estate Plan

New Year, New Goals, New Plan If you find yourself making the same old resolutions this year and want to focus on something with a greater purpose, how about an estate plan to ensure that your family isn’t left with a hefty burden due to your disability or death? One […]
December 1, 2017
Revocable Trust Header

Revocable Living Trust

We want to control our assets for as long as we are able. When the time comes to turn that control over, we want someone we trust to oversee and manage our affairs according to our wishes. Ideally, this process would take place as efficiently as possible, with little to […]
November 8, 2017
5 Key Elements

Five Key Elements of an Estate Plan

A good estate plan is comprised of five key elements: Will, Trust(s), Power of Attorney, Health Care or Medical Directive and Beneficiary Designation. Will A will is a legally binding document that directs who will receive your property and assets after your death. It names an executor – the person […]
October 18, 2017
Estate Planning

Estate Planning

Your estate is comprised of everything you own— your home, car, checking and savings accounts, 401ks, pensions, retirement accounts, investments, life insurance, furniture, copyrights, intellectual property, personal possessions and the list goes on. So, what happens to all of it should you become disabled or when you die? It is […]