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We are here to listen, learn & help

FREE 30 minute Telephone/Virtual Consultation

Providing The Advice & Guidance You & Your
Family Need To Make Informed Decisions

Providing The Advice & Guidance You & Your Family Need To Make Informed Decisions

What should your estate plan include?

Regardless of your age or level of wealth, you must have an estate plan in place. Estate planning protects your assets, but it also protects you and your family members. While will creations are a crucial aspect of protecting your assets, here are a few more estate...

How to begin estate planning

You may not want to think about what life will be like after you are gone, but doing so will help you have some control over your future. For this reason, it is never too early to consider estate planning. With that said, many Americans do not know where to start. If...

How does a special needs trust work?

If you have an adult child who has a disability, you may be thinking about using your estate plan to improve his or her quality of life after your death. You must be careful with gifting your child money or other assets, though, as you may inadvertently render him or...

The role of an executor is important

If someone asks you to be the executor of his or her estate, you may want to take some time to think about what the role entails. Depending on the size and complexity of the estate, being an executor can take a lot of work and time. Understanding what responsibilities...

3 situations that cue a will change

You made a considerable investment of both time and resources when you created a will for your loved ones to follow. That could make you feel like you do not need to change it. That effort, that investment: These are the precise reasons why you should consider...