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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 that they don’t need an estate plan. But this view couldn’t be farther from the truth. We get it. The phrase “estate planning” is so […]
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Invest in Your Community, and Pay Less Taxes.

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Do you have stocks that are appreciated? Do you pay taxes on distributions from retirement plans?
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2 Shapes and Sizes of Powers of Attorney

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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.
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Things You Do Not Do: DIY Legal Docs

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You won’t cut your own bangs, but you’ll copy and paste binding legal documents…cool. Let me know how that goes.
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Your Trust Is Only as Good as Your "Funding"

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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.
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Is a Trust Right for You?

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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.
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Do You Have an "I Love You Will?"

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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”.
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Dave's Funding Lesson: Why Funding Matters

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Dave gets in a car accident. His wife is in the vehicle with him. Dave passes away. His wife survives, but with mental deficits...
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Did You Choose the Right Trustee?

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How do you choose the right trustee? What are your options? What does a Trustee do?
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Trustee Checklist

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Picking the right Trustee is integral to ensuring your plan works as intended.
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