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5 Tips for Estate Planning Conversations


If you have aging loved ones, you know how pressing it feels to make sure their affairs are in order if they were to pass away. Unfortunately, your parents or…

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Probate: What It Is and Why You Want to Avoid It


The most common tip you hear about when preparing for the unexpected is to arrange a last will and testament. Your will outlines how you would like your assets distributed,…

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5 Critical Estate Planning Documents You Need Now


It’s hard to plan for death when it can unexpectedly occur at any time. But, you can be prepared with certain safety measures to ensure all boxes are checked. Creating…

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What Is a Living Trust?


A living trust is an important estate planning tool that allows you to transfer your assets into the trust in order to avoid probate. When you have your assets connected…

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What Happens If You Die Without a Will?


A will is an excellent tool to make a plan for your assets and heirs after you die. Everyone needs to have an estate plan, but most people do not…

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The Top 5 Things to Consider When You’re Sick or Elderly and Creating Your Estate Plan


As we go through life, estate planning is something that can easily get pushed to the back of our minds and sit lower on our priority list of things to…

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What Blended Families Need to Know about Estate Planning


The fact is, estate planning gets more complex if you have been married multiple times, taken on stepchildren, or had children with your new spouse. You do not want to…

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The Dangers of “Do It Yourself” Estate Planning


You may be aware of the do-it-yourself wills that are found online with an easy Google search, charging a fee to download a will and fill out a questionnaire. While…

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5 Estate Planning Tips for Unmarried Couples


We talk a lot about estate planning for families and married couples. But the fact is that there are thousands of long-term couples that are not married, and some may…

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Probate Defined and Can It Be Costly?


When you die, you want all of your assets to pass down to the beneficiaries of your choice without any contention, legal fees, and drama. While probate may seem inevitable…

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How to Choose Wisely: Tips for Selecting Your Trustee


When you set up a trust, you want to pick someone to take care of the trust and the instructions that come with it if you were to become incapacitated…

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How Does Your Life Insurance Policy Fit into an Estate Plan?


If you have an estate plan, do you still have a need for a life insurance policy? Even if you have plenty of assets to pass down to your loved…

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      Ready to Avoid Probate?
      Here’s How…


      Begin by watching our Estate Planning Workshop

      This recorded workshop is available for download 24/7 and will help you understand the basics of Estate Planning from the comfort of your home!  It will likely answer many of your questions, but feel free to contact us directly if you’d prefer to set an appointment.

      Topics include:

      • Wills and Trusts
      • Probate
      • Powers of Attorney
      • Advanced Medical Directives


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