» Estate Planning

Estate planning is often associated with drafting wills, but there’s another powerful tool that shouldn’t be overlooked: the revocable trust. While wills are essential, revocable trusts offer unique benefits that can provide added protection, privacy, and flexibility for your assets and… Read More

No Beneficiaries Named Whether by oversight or laziness, a surprising number of retirement accounts and life insurance do not have beneficiaries designated. The reason could be people may not realize they can name a beneficiary, or they just never get around to filling out the forms. If you fail to… Read More

Having your bank accounts and beneficiary designations titled correctly is extremely important. By correctly aligning your bank accounts and beneficiary designations with your estate plan you are ensuring that all your financial accounts will be protected and shielded from having to go through proba… Read More

What You Need to Know With so many people asking how to make sure they are legally protected during the COVID-19 crisis, we’ve put together some information to guide you during this unprecedented time. ORGANIZE & REVIEW This level of health crisis warrants a close look at whether you and y… Read More

You’ve worked hard to build your business and you probably dream of passing it (or the value of it) along to your family when you are gone. If you haven’t put the right legal plan in place, you could be passing along a nightmare instead of a dream. There are 4 essential planning techniques every… Read More