July 23, 2024
The Three-Year Review and The Three-Year Plan
Reflecting on the past three years and planning for the next three is an insightful and strategic exercise for personal and financial growth....
Category: Uncategorized
September 5, 2020
3 Simple Ways to Avoid Probate Costs
The bad news: When a deceased person’s estate (all of their money and property) has to go through probate (the court-supervised process of...
July 22, 2019
Can I Make Estate Plans Without My Spouse?
The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances, tax obligations,...
March 5, 2018
Small Business Owner? Know What Can Happen to...
Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming...
January 30, 2018
What to Expect from Estate Planning in 2018
2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so...