June 28th, 2022

5 Tips to Ensure Your Estate Plan (Actually) Works

5 Tips to Ensure Your Estate Plan (Actually) Works Your Estate Plan is an incredibly important part of your Legacy...
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June 21st, 2022

Preserve and Protect Your Legacy: Personal Wealth

Preserve and Protect Your Legacy: Personal Wealth Legacy Planning is a holistic approach to preserving and protecting your Financial Wealth...
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June 15th, 2022

Preserve & Protect Your Legacy: Financial Wealth 

Preserve & Protect Your Legacy: Financial Wealth  Legacy Planning is a holistic approach to preserving and protecting your Financial Wealth...
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June 9th, 2022

Legacy Planning

What is Legacy Planning? Legacy Planning is about preserving and protecting your Legacy with a Capital L. What’s your “Legacy?”...
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May 7th, 2019

Protect Your Family From Divorce and Creditors

Money left to children can disappear for a host of reasons -- divorce, bankruptcy, litigation, or bad investments, just to...
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April 24th, 2019

What’s a Health Care Proxy and Why Do I Need One?

If you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else to...
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March 21st, 2019

Beware of Non-Lawyers Offering Medicaid Planning Advice

In recent years a number of non-lawyers have started businesses offering Medicaid planning services to seniors. While using one of...
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February 21st, 2019

Importance of Choosing a Funeral Agent

Although a morbid topic, choosing an agent to control your funeral and disposition of your remains is an important decision...
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February 8th, 2019

Execute a Power of Attorney Before It’s Too Late

A durable power of attorney is an extremely important estate planning tool, even more important than a will in many...
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October 10th, 2018

How an Estate Plan Saves You (Yes, You!) Money

People often focus on "how much" it costs to draw up an estate plan. In most cases, it's more important...
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