Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey found that 52% of couples lack estate plans. These statistics highlight a dangerous disconnect …
4 Estate Planning Myths That Put Your Loved Ones at Risk Read More »
Every year on February 1st, we observe National Unclaimed Property Day – a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. And this isn’t just spare change we’re talking about. These are life insurance policies, forgotten bank accounts, uncashed checks, retirement funds, and other valuable …
National Unclaimed Property Day: Why Estate Planning is More Than Just Documents Read More »
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused during emergencies. In this article, I will walk you through how to prepare for …
From Preparation to Recovery: When Disaster Strikes Read More »
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have? As we enter 2025, it’s time to stop pushing those thoughts …
Five Essential Steps to Protect Your Loved Ones in 2025 Read More »
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. This article will break down the essentials of how asset ownership influences aid eligibility, offer actionable strategies to increase the chances of receiving aid, and highlight estate planning tools that can protect your wealth while optimizing support …
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership 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.
