News

  1. Is Thanksgiving a good time to talk about estate planning?

    Thanksgiving is my favorite holiday. It’s a time to gather with friends and family. We get to eat good food and watch football. We also get to express our thankfulness for the year’s blessings. But, is Thanksgiving a good time to talk about estate planning? Absolutely! Allow me to tell you why I think so. […]

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  2. Avoiding Family Drama When You Die

    Avoiding Family Drama When You Die Ah, family drama. No one really likes family drama, do they? Unless maybe you are on a reality show and need ratings. But for those of us not on a reality show, we do not want family drama when we die. So, today I am going to teach you […]

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  3. Estate Planning Before Leaving for Vacation

    Estate Planning Before Leaving for Vacation Ahh, vacations. We all love taking vacations. You pack your bags, you plan your itinerary, you book your pet’s boarding. You are ready to go. But wait! Have you completed your necessary estate planning before leaving for vacation? Did you even know there was such a thing as estate […]

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  4. Should I write my own will?

    Can I write my own will? Notice I typed “Can I write my own will” and not “should I write my own will.” You see, yes, you can write you your own will. But the real question you should be asking yourself is SHOULD you write your own will. Meet Paul Today is a hard […]

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  5. Do I Really Need an Operating Agreement?

    Do I Really Need an Operating Agreement? Congratulations! You have decided to form a limited liability company (LLC) to run your business. After completing your state formation process, your LLC needs to have the right documentation in place. So what is “right documentation?” Well, for starters, you need an EIN or employment identification number. That […]

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  6. Updating Your Estate Plan When You Move

    Updating Your Estate Plan When You Move Updating your estate plan when you move is essential. But why you ask? Don’t I already have enough on my plate? I’m unpacking, settling into the house, enrolling the kids into their new schools and making new friends. Now you tell me I need to update my estate […]

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  7. Yes, You Do Need an Estate Plan When You Turn 18

    YES, YOU DO NEED AN ESTATE PLAN WHEN YOU TURN 18 Do I Really Need an Estate Plan at 18? Yes, you really do need an estate plan when you turn eighteen. Congratulations! You turned eighteen. You are now officially an adult.  So what does that mean? Well, for starters, you are now responsible for making […]

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  8. How to Own Your Real Estate

    How to Own Your Real Estate How to own your real estate is a question many people ask. You see, real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real estate […]

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  9. Four Most Common Scams Targeting Senior Citizens Today

    So let’s talk about some of the four most common scams targeting senior citizens today. Now granted, there’s a lot more than these four, but these are the four most common. Charity Scams One common scam is to pose as a charity. Impersonating a charity is a serious offense. And, the scammers who do this […]

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  10. DO YOU GET THE KEYS TO THE HOUSE AT CLOSING?

    Do You Get The Keys to the House at Closing? Buyers often wonder: “Do you get the keys to the house at closing?” You signed all the paperwork. So, you get the keys right away, right? Not so fast. Signing your documents is just one part of a closing. The Road to Homeownership You save […]

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