It can be hard to get motivated about your estate planning. For some people it sounds about as fun as getting a root canal. However, you also probably want to make sure that your loved ones are protected and...
Many people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become a matter of public record. That...
Todd thought estate planning was unnecessary. After all, his family and friends knew what he wanted, right? He trusted them to carry out his wishes after he was gone. Todd did not realize how not having an estate plan...
Each year at this time, I reflect on the past 12 months and review our progress. The past couple of years have presented many opportunities to innovate and grow. By embracing technology, we have been able to provide more...
As this year comes to a close… As this year comes to a close, many families are getting creative with ways to stay safe while visiting those they love. Whether that’s creating a special outdoor space with blankets and...
Tradition. Heritage. Legacy. Tradition. Heritage. Legacy. For me, these words conjure up feelings of pride and bring back cherished memories of holidays spent at my Nene’s house. It was a full house between myself, my brother, my parents, and...
After all is said and done, what is the real legacy you leave? How will people remember you? Money and property are important, but they can also make emotions run high and introduce new problems. Perhaps a deeper introspection is...
Why would your estate plan need an update? Well, your estate plan is like a snapshot of you, your family, your financial situation, and the tax laws as they existed at the time it was prepared. All of those...
The past year-and-a-half has been challenging to say the least, but it has also taught us a new way of getting work done. People are questioning how they do business and are searching for new methods to get things accomplished. With...
Should you share the details of your estate plan with your family? We can help ease your worries about family tension and start the conversation.
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