Estate Planning

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 […]
February 9, 2024

A Will is a Key Component, But It’s Not Enough

When considering estate planning, most people immediately think about drafting a will. While a will is indeed crucial for many planning goals, it’s essential to understand […]
January 11, 2024

Think Twice Before Deciding to Serve as a Trustee

Serving as a trustee is a profound honor, a testament to the trust and confidence someone places in you to manage a significant portion of their […]
December 12, 2023

Holiday Reflections: Keeping Your Plans in Check

As we approach the holiday season and 2023 comes to an end, it’s a natural time to think about the year and the changes that have […]
November 22, 2023

Avoid These Common Mistakes When Downsizing for Retirement

Are you considering downsizing for retirement? Perhaps you’ve entertained the idea of selling your current home, moving into a smaller one, and using the proceeds to […]
October 24, 2023

Estate Planning Fundamentals

In honor of last week’s National Estate Planning Awareness Week, we have compiled a list of some commonly used tools in Estate Planning and a brief […]
October 6, 2023

When Was the Last Time You Updated Your Estate Plan?

For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should […]
August 8, 2023

The Five Year Probate Battle Over Aretha Franklin’s Estate

How important is Estate Planning? This is a question often answered with “Very Important”, however the subject can be quickly overlooked, or forgotten about. While many […]
July 18, 2023

Estate Planning Precautions for Blended Families

Estate Planning for blended families can present unique challenges. When either spouse brings children from a previous marriage it can affect how one wants their assets […]
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