Estate Planning Services

NEWS and ARTICLES

Coronavirus (COVID-19) and Estate Planning 2020

In the last few years various polls have proven that at least half of our population does not…

Guest Post: Relocating Your Elderly Loved One

Providing care to our parents as they age and then in the final stages of their lives looks…

Guest Post: Financial Mistakes to Help Seniors Avoid After the Death of their Spouse

Seniors who have lost their spouses are going through the process of grieving, but life around them continues…

Dealing with the Death of a Hoarder | Guest Post

Many of us are familiar with hoarding. Whether we know someone in our own family or it is…

Best Places to Keep Real Estate Deeds

Real estate deeds (a.k.a. title or house deeds) are written legal documents that show who owns a certain…

Breast Cancer & Legacy Planning

It’s Breast Cancer Awareness Month and thankfully we have made a lot of solid progress towards saving the…

National Estate Planning Awareness Week 2021

You may have heard me say more than once that an estimated 56 percent of Americans do not…

The Opioid Epidemic: Using Targeted Trusts

The Opiod Epidemic is back in the news, and is still far reaching in our communities across the…

Why Unmarried Couples Need Estate Planning the Most

If you have ever watched Judge Judy on TV, you may have heard the iconic judge tell couples…

Who Knew? August is Make a Will Month!

Estate Planning is really legacy planning. How would you like to leave your mark on your family — maybe even your community? This is your chance to decide instead of having state and/or government law decide for you.

Protecting Beneficiaries with a Third Party Trust

We are seeing more and more that our nation is struggling with mental illness with the acknowledgment of…

How Fathers Shape Estate Planning for the Family

Great dads have a vision and goals for their loved ones and a basic plan for how to get them to reach these goals. I believe part of this responsibility is having a legacy plan that takes care of those whom you love even after you are gone.