Estate Planning Services
NEWS and ARTICLES
Estate Planning by the Numbers: Millennials vs Baby Boomers
More Troubling Statistics When it Comes to Millennials and Estate Planning Much has been made about the differences…
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Estate Planning & Graduates: Financial Strategies
When your graduate crosses the stage this month, they will take the financial reigns from you just as…
READ MORE →Preparedness Starts with You
I was reading through some posts on social media this week and felt an immediate kinship with Maricopa…
READ MORE →Happy Mother’s Day 2017!
It’s almost Mother’s Day and I’ve been reading great stories about moms and their kids. Most of the…
READ MORE →Treasure and Trauma: Estate Planning for Families with Hoarders
Hoarding. You can tune in at least once a week and see some of the worst cases in…
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What Does Scouting Have to Do with Estate Planning?
Scouting Motto: “BE PREPARED” and why BEING PREPARED should not stop when you leave scouting as a young…
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I Am Moving to a New State: What Happens to My Estate Plan?
If you planned your estate, but are moving from one state to another, check for these major discrepancies in laws and procedures.
READ MORE →Pensions, Beneficiaries, and Rights of Survivorship
When it comes to protecting beneficiaries, financial planning gets detailed. I have a client whose husband spent a…
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What Happens to Your Digital Footprint When You’re Gone?
Have you ever worried about what would happen to your digital footprint if you were to pass away? Who would manage your email, social media posts, blogs, domains, affiliate sales accounts, music, photographs, games, websites, banking, investments, or even operational online businesses?
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DIY Estate Planning: Have You Really Taken Care of Everything?
Just this week I visited a man (let’s call him “Rick”) in the ICU. What started out as…
READ MORE →Why Your 18 Year Old Needs a Will
You may have noticed we are pretty passionate about making sure our clients are properly prepared. We like…
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Part 2: Death Abroad – What to Do if the Unthinkable Occurs
“PART 2: What to Do in the Event of the Unthinkable,” explains what to do if you are…
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