Leave Your Loved Ones a Digital Roadmap
We store everything about our lives online. The ability to house individual accounts on a laptop or phone is considered a modern-day convenience, and each account and device has its …
5 Money Conversations to Have with Your Children & Grandchildren!
Your children and grandchildren look to you for guidance—but many of us leave one taboo topic off the table: money. Preparing your children and grandchildren for the future with good …
Wills v. Trusts – Which One Is Right for You?
Wills and Trusts are both vehicles used to pass your assets when you pass away. However, that is about as far as the similarities go. Here is a quick overview …
Why You Do Not Want a 3 Word Will/Trust
“All to son.” This sets the record for the shortest known Will according to Texas Tech University School of Law. On the other side, the longest Will was 1,066 pages …
Apples & Oranges
What do Apples and Oranges have to do with Wills/Trusts? Well, not much. But this is sure to be an interesting read, right? We’ve all been there. We have all …
Wills, Trusts, & Estate Planning
We find most people use the word “Will” to refer to the concept of Estate Planning—not the actual Will document. Although people are surprised when they realize this, it makes …
YES, You Need a Trust
Saying Trust is like saying car, there are thousands of types of makes, models, and features. A Revocable Living Trust is one of the most common trust types and the …
The Pros & Cons of Wills & Trusts
Do you need a Will or a Trust? Not only is understanding the plan you put in place vital, but it’s also important to understand the pros and cons between …