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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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Why Newlyweds Need an Estate Plan

If you just celebrated a summer or early fall wedding, then now is the perfect time to start working on an estate plan.

newlyweds need an estate plan blog header

Although you may think that settling into a home together or finding a place for all your new registry...
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5 Legal Issues You Need to Address This Summer

5 Legal Issues You Need to Address This Summer

For most us, summer means it’s time for FUN!

It’s true that there are many fun activities to be had during the summer months including camps, vacations, pool parties and more. But before you head out the door, make sure...
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Three Reasons to Get a Premarital Agreement Before Saying “I Do”

3 reasons to get a premarital agreement

Wedding season is upon us, and while many brides and grooms are preparing for their big day by picking out flowers, dresses and cakes, one of the most important decisions an engaged couple can make is likely being overlooked.

Most people already...
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