» Estate Planning

Some people may tell you that owning your property “jointly” with someone else is a good way to avoid Probate, but there are 3 major problems with this approach. This video explains why this is not a good way to avoid Probate. Read More

That’s a question we hear a lot from people when they meet with us about their estate planning. Some people are very surprised to hear that the answer we give doesn’t strictly depend upon how large their estate is. Instead, the answer dep… Read More

You’re probably familiar with the term “living trust.” However, if you think that living trusts are too complicated or only for extremely wealthy people, then this article will help bust those myths. A living trust is simply an estate plann… 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

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