Estate Planning

December 11, 2024

Navigating Holiday Indulgence and Family Finances

The time between Thanksgiving and Christmas is a whirlwind of family gatherings, festive meals, and holiday cheer. But for many seniors, it can also be a […]
November 27, 2024

8 Key Factors for Choosing a Guardian

Eight Key Factors to Consider When Choosing a Guardian for Your Children Who should raise your children if you or your spouse are unable to do […]
September 27, 2024

Planning For High-Risk Professionals

Planning for High-Risk Professionals: Protecting Your Assets with Strategic Estate Planning Estate planning is essential for everyone, but for high-risk professionals, it’s more than just a […]
August 26, 2024

Understanding Special Needs Trusts: A Critical Component for Families

For families caring for a loved one with special needs, a Special Needs Trust (SNT) is one of the most crucial tools in their estate planning […]
July 12, 2024

If There Is No Estate Tax, Do You Still Need an Estate Plan

A common question we are asked is if there is no estate tax, is there still a need for an estate plan? If a person passes […]
June 21, 2024

Preserving Your Legacy: What Entrepreneurs Should Know About Estate Planning

Many entrepreneurs refer to their business as their “baby” and rightfully so. Like a child, entrepreneurs nurture their business from an idea through conception, to growth, […]
June 12, 2024

Should You Update Your Estate Plan After You Move Out Of State?

Each year, more and more Americans are relocating to different states. Between 2021 and 2022, 8.2 million people moved. In 2023, 25.6 million Americans moved. Amid […]
April 10, 2024

4 Tips for the Sandwich Generation

The “sandwich generation” is the group of individuals who are raising their own children while also caring for aging parents. This demographic often experiences significant stress […]
March 8, 2024

Buying vs. Renting: Navigating Homeownership in Retirement

As retirement approaches, many people face many important decisions. One decision is whether they should buy or rent a home. Whether they are relocating, downsizing, or […]