-
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
-
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
-
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
-
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.