» Estate Planning

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

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

It’s one thing to make a plan to divide up your money. For the most part, you simply decide the amounts or percentages each of your beneficiaries will receive. Ultimately, after you’ve passed and your estate has been liquidated (house sol… Read More

The unexpected death of iconic singer/songwriter Prince last week has been dominating the headlines ever since it happened. It’s yet another example of someone taken too young without warning. While the repercussions will continue to reverberat… Read More