protect your assets

January 16, 2024

Library Tour – Estate Planning Essentials: Wills, Trusts, and More

Join us for our FREE Library Tour discussing the essentials of estate planning, steering you clear of costly mistakes you must avoid. March 12-April 23
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 11, 2023

Managing Your Loved One’s Legal Needs

It can be tough managing your loved one’s legal needs. Serving as a caregiver may require you to oversee their legal affairs. A past article on […]
June 26, 2023

Five Different Trusts Used to Achieve Specific Planning Goals

Have you been thinking about starting your Estate Planning, but have no clue where to start? Did you know that you aren’t bound to one type […]
June 8, 2023

Beware of Scams Targeting Seniors

Approximately 20 percent of Americans over the age of 65 have been victimized by some form of financial abuse, with the average loss per victim exceeding […]
May 24, 2023

Do You Need a Trust?

Many clients ask if they need a trust. It’s a great question, but it leads to another: What do you want your plan to accomplish? There […]
December 27, 2022

The New Year is a Great Time to Review Your Estate Plan

We would like to add one more item to your list of New Year’s resolutions—reviewing your estate plan. Why is it so important to keep your […]
Event ID: 2779