News

  1. Preparing For Incapacity

    Preparing for Incapacity: Is Your Financial Information In Order? What happens if you are incapacitated? Do you have a plan in place? If not, you need to start preparing for incapacity now. Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve […]

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  2. CHARITABLE GIVING TIPS

    End of Year Charitable Giving Tips 5 Easy Tips to Simplify Your Year End Charitable Giving Can you believe that another year is almost finished? As we approach the end of the year, do you plan to make charitable donations before the end of the year?  Do you want to know some charitable gift giving tips? […]

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  3. Family Legacy Estate Planning

    Family Legacy Estate Planning Are you social conscious minded? Do you love giving to charities and making a difference in the world? Have you dreamed of instilling a philanthropist mindset in your children? What if I told you that you can accomplish these goals through your estate planning. Learn more about family legacy estate planning […]

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  4. Charitable Gift Giving

    Charitable Gift Giving: Choosing a Gift to Give to a Charity December is the month of giving. And, what better month for us to discuss charitable gift giving! If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the […]

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  5. How to Prepare for Your Aging Parent’s Care

    How to Prepare for Your Aging Parent’s Care Your Aging Parent and How to Prepare for Their Care Every situation providing care for an aging parent is unique. However, one truism is that preparation is crucial to success. Do you need basic information about eldercare resources and services? Are you looking for a local agency […]

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  6. Estate Planning Asset Protection

    Plan for your Future Through Estate Planning And Asset Protection In these times of uncertainty, estate planning is more important than ever The truth is none of us know the future. Significant uncertainty abounds as to the outcomes of US tax legislation proposals. Estate and gift tax exemptions may get cut in half or not. […]

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  7. Why You Should Review Your Estate Plan

    Why You Should Review Your Estate Plan Congratulations, you completed your estate plan. You can now relax. You have nothing to worry about anymore, right? Sure, that’s one way to think about it. However, let’s talk about why you should review your estate plan. As we all know, life happens. There is really nothing we […]

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  8. Estate Planning Attorney Questions

    Estate Planning Attorney Questions Questions You Should Ask Your Estate Planning Attorney Creating an estate plan is a personal and often emotional undertaking. Therefore, making the selection of your estate planning attorney of the utmost importance. Here are some questions you should ask your estate planning attorney to determine if they are the right person […]

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  9. Why You Might Want to go through probate

    Should You Avoid Probate? Why You Might Want To Go Through Probate Avoiding probate is a common goal for individuals deciding how they want their money and property to be handled when they pass. It is a worthy one and is regularly promoted by estate planning attorneys across the nation. However, probate is not an […]

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  10. Estate Planning vs. Elder Law

    Estate Planning and Elder Law What’s the Difference? As you start to plan for your future, both in terms of financial affairs and health care needs, you may wonder what estate planning and elder law entail. How do they differ? Estate planning and elder law also have some similarities. Even though these two types of […]

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