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Estate Planning

Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Blended Families- 5 Things You Need To Know About Estate Planning For Your Second Marriage

Blended Families: 5 Things You Need To Know About Estate Planning For Your Second Marriage

With roughly 50% of all marriages in the U.S. ending in divorce and life expectancy increasing, second — and even third — marriages are becoming quite common.
The Power of a Family Wealth & Legacy Interview- The Importance of Capturing the Stories of Our Loved Ones

The Power of a Family Wealth & Legacy Interview: The Importance of Capturing the Stories of Our Loved Ones.

As May comes to an end and we’re celebrating Memorial Day, I wanted to take a moment and acknowledge this month was Senior Citizen’s Month.
Want to Grow Wealth? Warren Buffett’s First Piece of Investment Advice For You & Your Family

Want to Grow Wealth? Warren Buffett’s First Piece of Investment Advice For You & Your Family

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely someone you want to listen to.
Why Just a Will Is Never Enough

Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will.
Why Blended Families Need An Estate Plan

Why Blended Families Need An Estate Plan

Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-relationship of some kind, and 4 in 10 new marriages involve remarriage.
4 Ways to Use AI to Make Life Easier for You and Your Family

4 Ways to Use AI to Make Life Easier for You and Your Family

If you’ve turned on the news or scrolled through Instagram in the past few months, you’ve seen the buzz created around new AI technologies. So, this week I wanted to take some time to cover how you can use this technology to make your own life easier.
Protect Your Pet: Why Leaving Them in Your Will Isn't Enough and What to Do Instead

Protect Your Pet: Why Leaving Them in Your Will Isn’t Enough and What to Do Instead

If you’re a pet owner, you know they aren’t just property - they’re a part of the family. So, if you’re curious how to best provide for your family after you die or if you become incapacitated, it makes sense for your beloved pet to be a part of the plan.
Stephen “tWitch” Boss Dies Without a Will

Stephen “tWitch” Boss Dies Without a Will

Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor who appeared on So You Think You Can Dance and as a producer and frequent guest host on The Ellen Degeneres Show.
4 Simple, But Fatal Mistakes That Can Derail Your Estate Plan

4 Simple, But Fatal Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these four simple mistakes can derail your estate plan and leave your family with an expensive mess.
The 6 Questions You Need to Ask Before Hiring An Estate Planning Attorney

The 6 Questions You Need to Ask Before Hiring An Estate Planning Attorney

Naturally, discussing death, incapacity, and other potentially frightening life events with someone like me, may feel intimidating or even morbid. Some people may even feel like by focusing on them, they are inviting bad things to happen.

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