protect your assets

August 21, 2024

Free Seminar: Planning for Long-Term Care Costs and Estate Protection – Lexington

Learn how to protect your assets - even when faced with long-term care costs - at our upcoming free workshop. Get the information you need to protect yourself and your loved ones. Dinner Provided. Space is limited, Register today!
August 14, 2024

Power of Attorneys: What, Who, and When

Register Now for Our FREE Workshop! This workshop focuses on the different types of Power of Attorney documents, who you should choose to be on them, […]
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 […]
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 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 […]