We’ve all heard the phrase “you can’t take it with you”. But that begs the question…what do you do with your stuff when you pass away!? Do you leave it all to your spouse? Your kids? Give some assets to a special
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If you are reading this article, you probably know that you need a power of attorney. But you also may be wondering – what the heck IS a power of attorney document? This super important document is simply an estate planning tool
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“Why can’t I just create my own estate plan?” Given the current COVID-19 situation which is keeping us all at home, I thought this was the perfect time to address this topic. I am asked this a lot. I mean, why can’t
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We’re “Virtually” Open! This is a unique moment in time. While I love this time home with my family, it has made me realize the butterfly effect we can have on others. This is why our office chose to close its
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We’re back to discuss more about why a living trust might be right for you! A Trust can provide creditor protection for the inheritance you leave to your spouse or beneficiaries, protecting those funds if that person is going through a divorce,
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The Living Trust is a famed estate planning vehicle. It has long been thought of as a “rich person’s” estate plan tool, but that is absolutely not true in today’s world! There are multiple reasons why you may, or may not, choose
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