Estate Planning Fundamentals
Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most commonly used tools and brief descriptions of their purpose.
The Biggest Mistakes People Make When Probating an Estate
Losing a loved one is difficult enough without the added stress of having to make important financial decisions while grieving. For many people, the duties and responsibilities of probating a loved one’s estate can feel overwhelming. The probate process is time-consuming, complicated, and, quite often, extremely frustrating. If you have
How to Choose the Best Caregiver for Someone with Health Needs
Whether you're choosing someone to help yourself or someone to assist a family member, it can feel overwhelming and confusing to choose the right caregiver. This is a highly personal decision and one you want to have confidence in moving forward, so here are some of the most important things
5 Life Events That Should Prompt an Updated Estate Plan
Working with an estate planner provides the chance to create a comprehensive plan that addresses your needs at that point in time. It may be the case that your plan continues to serve your needs for years to come, but it’s far more likely that shifting laws, family dynamics, and