If you have a current estate plan, I’ll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you have …
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance Read More »
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when …
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online documents. Then, you’ll put those documents into a drawer, mentally check estate …
Will Your Estate Plan Work When Your Family Needs It? Read More »
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you’re investing to protect and support. …
4 Common Mistakes Made On Life Insurance Beneficiary Designations Read More »
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With combined experience of over 50 years we have assisted and supported our clients, their families and businesses through many different situations. We focus on seeking solutions rather than creating problems for our clients. Whether you need support and services in litigation (family law, business and personal injury), would like mediation or need Estate Planning services, we will meet your needs with exceptional skill, ability and experience. We offer our clients compassion, integrity and respect.
