by admin | Sep 14, 2018 | Articles and Advice
Picture this: a comfortably retired couple– Grant (82) and Barbara (80)– living out their lives in the house they’ve owned for decades, enjoying their golden years. While they’re happy in each other’s company, they’ve felt a little empty, or...
by admin | Aug 2, 2018 | Articles and Advice
1. The What, Who, and Why of Trusts If you’ve read any Dickens, or consumed any form of media focused on upper-crust society (like Downton Abbey, Billions, or other similar shows) you’re probably at least somewhat familiar with Trust Funds; or, at least the...
by admin | May 7, 2018 | Articles and Advice
So, you’ve worked hard to set up your estate plan (trust, will, powers of attorney), and you think you can set it and forget it, right? Not so fast! There are five life changes when you’ll want to make sure you review your documents and make necessary changes. You...
by admin | May 7, 2018 | Articles and Advice
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed. Estate Planning...
by admin | May 7, 2018 | Articles and Advice
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we’ve learned from the likes of The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do die, and it’s usually unexpected and...
