Blog Posts in 2015

'Wrap' up Your Affairs: The Year-End Estate Plan Checklist

Congratulations! You’ve made it through the year and you took our advice of planning for your family. You have a trust and will in place, and up-to-date powers of attorney in your estate plan. ...
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Estate Planning for the future of a Blended Family

The holiday season is upon us and with Thanksgiving right around the corner, family is in the forefront of your mind. It’s a time for food, fun and animated conversations around the dinner table ...
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The SCARY Facts About Probate

Much of the population do not know that the probate process can make handling a loved one’s estate even more stressful and time consuming, not to mention the high cost of the process. There are ...
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Back to School: Understanding Basics of Estate Planning for Minor Children

Summer has flown by and children across the country have returned to school! It’s a time when parents of younger children are rejoicing about the return to routine, while others, perhaps with ...
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Undue Influence: Critical Indicators and why you need a Conservator

Anyone can be at risk, but elder adults or ill individuals are especially endangered as they become more reliant upon the physical and emotional support of others. An influencer observes an ...
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March Madness: Strategies to Help you Survive Tax Season- Maximizing Your Estate.

Personal taxes are due next month, causing some families to be in a state of ‘March Madness.’ If you have an estate plan, it’s important to consult with a financial planner ...
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Estate Planning is the ULTIMATE Expression of Love!

Show your Family How Much you Care by Giving them Peace-of-Mind. The most thoughtful thing you can do for your family, is plan for when you are no longer here. Many people may think that they ...
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New Year Business Checklist! Set the Stage for Success in 2015.

Set the Stage for Business SUCCESS in 2015! The New Year is here and you have survived the first full business week of 2015. Whether you are an established business owner, or just getting started, ...
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