Articles

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

These days, it’s become more important than ever to make the right plans for your IRAs and to have them integrated into your estate planning. With the right planning, you can maximize the benefit to your beneficiaries, while also providing sign… Read More

Almost everyone we meet with for estate planning comes to us wanting to avoid Probate. Some of those people have been through the process with the estate of a loved one. Their experience in the Probate process gave them the background to understand t… Read More

Often, business owners will come to me with questions or concerns about their Limited Liability Company (LLC). When I ask for a copy of their Operating Agreement, I’m often met with a blank stare or an embarrassed “We don’t have one of… Read More