Resource Center

Resource Center

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

To make sure your child is always cared for by the people you love and never taken into the care of strangers, even for a minute, it’s crucial to have a full Kids Protection Plan®. Read more…

Read More
Resource Center

From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2

Last week we began to explore estate planning components every newlywed couple needs to protect them now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. Read more…

Read More
Resource Center

From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1

With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may feel out of place, but creating your estate plan as part of your post-nuptial to-do list is the greatest gift you can give your new spouse.

Read More
Resource Center

Got Intellectual Property? Include It In Your Estate Plan

If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in estate planning. Read more…

Read More
Resource Center

Help Your Parents Avoid These New Financial Scams - Part 2

In part one of this series, we explored two popular scams that are targeting older adults this year. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. Read more…

Read More
Resource Center

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

AARP and the Red Cross celebrate Make-A-Will Month by encouraging you to make a Will for free online, but what they aren’t sharing could leave your family with a mess. Read more…

Read More
Resource Center

Help Your Parents Avoid These New Financial Scams - Part 1

In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shed light on their tactics, and provide you with practical steps to shield your aging parents from potential harm. Read more…

Read More
Resource Center

Can You Rely on Legal Insurance for Your Estate Plan?

Group legal insurance might seem like a good way to save on your estate planning needs, but will a plan created through legal insurance work for your family when they need it? Read more…

Read More
Resource Center

Don’t Send Your Kids Back to School Without These Documents

As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children.

Read More
Resource Center

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan. Read more…

Read More
Resource Center

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1

Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. If any of these events have happened in your life, it’s time to review your plan. Read more…

Read More
Resource Center

Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless

Did you forget any of these critical financial steps when you created a Trust? Be sure to read this week’s blog to learn why proper funding of your Trust is essential to making it work! Read more…

Read More
Resource Center

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's essential to ensure that your legal affairs are in order. Read more… 

Read More
Resource Center

3 Essential Questions To Ask Before Creating Your Will Online

When considering creating your own will online, the first question you need to ask is: “Should I become incapacitated or die, do I want to keep my family out of court?” If the answer is “Yes,” then creating your own will online may not be the best idea.

Read More
Resource Center

Want to Grow Wealth? Warren Buffet's Unexpected Investment Advice

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider.

Read More
Resource Center

4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you’re investing to protect and support.

Read More
Resource Center

3 Essential Questions To Ask Before Creating Your Will Online

Online estate planning can be a catastrophe for those who aren’t aware of the risks. And as you’ll see, creating your will online without a lawyer’s guidance can even be worse for your family than if you’d done nothing at all.

Read More
Resource Center

Estate Planning Before You Travel: Why It's Critically Important

Vacations can be the perfect opportunity to relax! But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan.

Read More
Resource Center

5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

Shopping for an estate plan based on getting the lowest cost plan possible is often the fastest path to leaving your family with an empty set of documents that won’t work for your family when they need it.

Read More
Resource Center

Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. Although they are a key part of a plan, relying on only a Will leaves huge gaps in your plan and actually guarantees your family will need to go to court when you die.

Read More
Resource Center

3 Simple 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 three simple mistakes can derail your estate plan and leave your family with an expensive mess.

Read More
Resource Center

How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk

If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long and short-term guardians for your kids.

Read More
Resource Center

Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning lawyer, may feel intimidating or even morbid. Take a deep breath and relax… it doesn’t have to and shouldn’t be...

Read More

Schedule a Free 15-Minute Discovery Call!

Click below to schedule a 15-minute discovery call for new clients or a 2-hour Family Wealth Planning Session for existing clients!

Free 15-Minute Discovery Call