Dec 14, 20232 minYour Year-End Estate Planning Checklist for 2023Before the year ends, it’s important to dust off those estate plans to ensure that we smoothly transition to the new year!
Dec 6, 20233 minEstate PlanningBeyond the document: Talking to your family about your estate planDiscussing estate plans with loved ones is vital. Share your intentions early to prevent future complexities.
Nov 22, 20235 minEstate PlanningTrusts 101: The Important Whats, Hows, and WhosA trust is an arrangement wherein an entity (called the trustee) holds the properties of a person (the trustor).
Jul 27, 20234 minEstate PlanningEstate Planning For Your Minor Kids (Part 2): GuardianshipGuardianship is one of the most significant pieces in estate planning for families with minor children. Read on to learn more!
Jul 20, 20233 minEstate PlanningEstate Planning for Your Minor Kids (Part 1): FinancesLearn how to properly plan your estate for your minor children's financial needs!
May 4, 20235 minEstate PlanningTop 5 Reasons to Use a TrustYou've heard about trusts--but do you know why people use them? Never fear. I'm here to help! Here are the top 5 reasons to use a trust.