Articles

Understanding what Probate is and how it works is essential to being able to make good decisions for yourself and your loved ones about your estate planning needs. In this post, we take a look at the purpose of Probate and the basic things that need… Read More

Anyone who has lost a close friend or family member knows what a difficult, painful, and overwhelming time it can be. We are often asked to help our clients through the estate administration process when a loved one dies, but estate administration is… Read More

A Power of Attorney (POA) is an important legal document that everyone should have. However, before creating a POA it’s important to understand what they do and what your options are. This video gives a brief explanation of what a POA is and what s… Read More

We get this question a lot from people. The answer surprises a lot of people. It has a lot less to do with “how much” you have, and more about your planning needs and goals. This video explains the reasons. Read More

If you think that your only option in making your estate plan is to give assets “outright” to your beneficiaries, this video will explain how we can build beneficiary protections into our estate planning. Read More

Medicare and Medicaid are often confused by people. While they are both government-run health care programs, they are very different from one another and it is important to understand those differences. This video explains the differences. Read More

You’ve probably heard of Living Trusts, but if you think they’re overly-complicated or only for super-rich people, then this video will help you understand how living trusts work and why people use them. Read More

You may have noticed that we use the phrase “Protecting Those You Love and Preserving What You Have” to describe our services. This phrase really describes our approach to our work and sums up what makes us different. When we work with our client… Read More