Latest Blog Posts

Estate Planning for Military Families

Posted on: July 6th, 2017
Military families need to consider special estate-planning issues that others do not. This is particularly true when one or more family members are deployed overseas. Beyond this, members of the military have access to special benefits and resources. This can become complicated and, for this reason, it is important that you seek special help if you are a military family....

3 Ways Your Trust Can Help a Loved One With Mental Illness

Posted on: June 14th, 2017
When a loved one suffers from a mental illness, one small comfort can be knowing that your trust can take care of them through thick and thin. There are some ways this can happen, ranging from the funding of various types of treatment to providing structure and support during his or her times of greatest need....

Six Life Events That Need an Estate Plan Update

Posted on: May 24th, 2017
Since your family’s needs and circumstances are constantly changing, so too must your estate plan. Your plan must be updated when certain life changes occur. These include, but are not limited to: marriage, the birth or adoption of a new family member, divorce, the death of a loved one, a significant change in assets, and a move to a new state or country....

Choosing Your Trustee

Posted on: May 16th, 2017
When you set up a trust, you name someone to be the trustee.A trustee collects income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized as set out by your trust plan. ...

Three Common Mistakes When Leaving Children's Inheritance

Posted on: April 19th, 2017
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Three common mistakes are oral wills, joint tenancy and giving away the inheritance early. ...

5 Reasons to Embrace the Emotional Nature of Estate Planning

Posted on: April 6th, 2017
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone....
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