Select Page
Why Estate Planning Is So Much More Than Just Tax Planning…

Why Estate Planning Is So Much More Than Just Tax Planning…

Many people believe that estate planning is simply about deciding who gets their assets after they pass away. Others assume that adding a child to a bank account or naming beneficiaries on financial accounts is enough to avoid probate and simplify matters for their...
5 Reasons Why Estate Planning Makes Sense for Almost Everyone….

5 Reasons Why Estate Planning Makes Sense for Almost Everyone….

If you have garnered some assets during your lifetime then you most definitely need estate planning. For those of you that hear about estate planning and push it off because you think that is for people more wealthy then you… think again! The following are 5...
The Most Common Estate Planning Mistakes To Avoid…

The Most Common Estate Planning Mistakes To Avoid…

You don’t want to go through all the time it takes to create a plan to protect your loved ones, just to have it riddled with errors that end up causing them stress and headaches in the end. Whether you’re creating your first plan ever, or updating an existing...
You Should Update Your Will In These 9 Situations…

You Should Update Your Will In These 9 Situations…

It’s recommended you update your will every three to five years or each time you have a major life event. These life events include a marriage, divorce, death, birth of a child, etc. If you’re in the “have it done but need to update it” camp,...

Contact Us| (859) 371-0730