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Category Archives: Estate Planning & Administration

What to Expect from Estate Planning in 2018

With 2017 in our rearview mirror it’s time to look ahead to 2018.

What to Expect from Estate Planning in 2018 We’ve compiled a list of things to watch this year in regard to estate planning, so you and your family remain completely protected. Don’t have an estate plan?...
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2018 Legal Resolutions

It’s the season of resolutions and goal setting!

legal resolutions for 2018 As you consider what you’d like to accomplish this year, we encourage you to think about your legal state of affairs - especially when it comes to your long-term plans. Whether you’re young or “mature” - it’s...
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The Customized Estate Plan: 5 Things to Talk About with Your Family this Holiday Season

The Customized Estate Plan_

You intend to pass along your wealth through your estate plan, but what about your wisdom?

Ensuring you accomplish both means having a conversation with your family about your money, your legacy, and your core principles. With the holidays coming up quickly, family dinners and...
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Five Tragic Mistakes People Make When Leaving Assets to Their Pets

5 tragic mistakes people make when leaving their pet assets

Most families in America that have a pet consider that animal to be a part of the family.

Because of this, many people want to make sure their pet is cared for in the event of their death,...
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