Do I Need a Will or Trust?

Regardless of income level or assets, everyone can benefit from having a trust or will. Having something in place, especially during this time of unpredictability and rapid change, brings peace …

Santa Reading List

Is the IRS on the Naughty or Nice List?

It is that time of year again. No, not the time we all start thinking about our January workout schedule (my mother’s banana bread is worth every step on that …

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.

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.

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.

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.

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”.

Dave’s Funding Lesson: Why Funding Matters

Dave gets in a car accident. His wife is in the vehicle with him. Dave passes away. His wife survives, but with mental deficits…