Estate Plan Estate planning is a must when you want to protect and provide for your loved ones. By setting up a plan now you have time to think through and make decisions in advance for those you wish to provide. A well-planned and executed estate plan can make the transition for your family easier [...]
Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a bureaucratic mess after you pass away or become incapacitated. Aside from mourning your passing or a significant deterioration in your health, this will cause the family additional stress. Heirs may forfeit life insurance [...]
Why You Should Include Estate Planning in the Preparation You may have been running around for weeks, getting your new college student off to school. It's exhilarating, and your heart likely is bursting at the seams. You're probably prouder than words can express, but you’re also a little afraid, too. How can you make sure [...]
The wealth, including the investments and property, we accrue during our lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when you cannot handle such decisions due to age, disability or incapacity. To plan for the likelihood that you are unable to manage your [...]
