The first step for most people who decide that it’s time to plan for the future is to make a will. However, even a simple Google search into how to do that or what your will needs to include will lead you down a rabbit hole of estate planning terminology that...

In today’s economy, “estate planning” may seem to many like a stuffy luxury that they can’t afford. It’s true that working with a lawyer to create a will, set up a trust, and create other official documents can be an investment (though...

When it comes to securing your family's financial future through estate planning, there are several important factors that need to be considered. Unfortunately, many people unknowingly make costly mistakes during this process. It is crucial to understand the potential...

What would happen if you were suddenly thrust into a medical emergency that rendered  you incapable of making important medical decisions for yourself? In such situations, important judgments need to be made in a moment’s notice that will have a profound...

None of us know how much time we have left, but most of us live as though we have all the time in the world. Unfortunately, people pass away usually much sooner than they expect to, and unfortunately for their families, it’s usually before they had the chance to...

If you have already taken the time to make a plan for what will happen to your estate after you pass, you are more prepared than 60% of Americans when it comes to preserving the wealth you have accrued over your lifetime. Estate plans are not only for the elderly or...

There are several misconceptions associated with the concept of estate planning, but perhaps the most prominent is that a trust is intended for the “rich & famous,” and if you aren’t dripping in wealth, a trust is useless. This is completely false! Everyone who...