Schedule An Initial Consultation:
Spring cleaning isn’t just for decluttering your home; it’s a great time to organize important documents, especially for seniors 65 and older. As we age, it becomes even more important to stay organized, as managing paperwork can help reduce stress, ensure that...
Just as the rains of April nurture the blooming flowers of May, the rainy days of life can lead to the blooming of your legacy when you have thoughtful estate planning in place. Estate planning isn’t just about preparing for the inevitable—it’s about taking control of...
Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you aware of what can go wrong if there are issues with your beneficiary designation...
The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous, discouraging those with more modest means from...
Is Outright Distribution the Perfect Fit for Your Loved Ones? Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual...
