Confused about estate planning

Confused About ‘Estate Planning’? We Get It.

74% of Americans describe estate planning as ‘confusing’. We get it. The word itself is vague and the tools used are applied differently in different situations. Part of what makes …

Estate Planning Lindsay Harris

Estate Planning Isn’t Just for the Rich

How do the rich get richer? They protect what they have. The secret? You can too. The majority of Americans believe that estate planning is only for the rich and …

Paying Taxes

Invest in Your Community, and Pay Less Taxes.

Do you have stocks that are appreciated? Do you pay taxes on distributions from retirement plans?

Hospital Room

2 Shapes and Sizes of Powers of Attorney

Powers of Attorneys come in all shapes and sizes. Making sure yours “fits” is essential to ensuring your loved ones have the tools they need to stay out of the courtroom.

DIY Tools

Things You Do Not Do: DIY Legal Docs

You won’t cut your own bangs, but you’ll copy and paste binding legal documents…cool. Let me know how that goes.

Man Signing an Agreement for Funding

Your Trust Is Only as Good as Your “Funding”

What is funding? If you completed your trust or will and you do not know what “funding” is, then odds are your plan will not work as intended (or even at all) when life changing events occur.

Newborn Child's Hand over Parent's Palm

Is a Trust Right for You?

So how do you avoid probate, the court system, and ensure you, your assets, and your loved ones are better protected? Simple, get a trust.

Heart Shape Hands

Do You Have an “I Love You Will?”

How do you know if your will falls short? Many Wills do little more than having no plan at all—we call these “I Love You Wills”.