Pre-Summer Vacation Planning

Believe it or not, summer will be here before we know it! Ensuring your estate plan is in order prior to heading out of town (or out of the country!) is always a good idea. This article outlines some items to check on: 4 Critical Estate Planning Tasks To Complete...

Advice for Executors

Great advice for executors, and good things to keep in mind when appointing an executor for your estate plan. “Being an executor can be a lot of work and a thankless job. It is a serious role that requires your attention. Be mindful of your obligations and...

Second Weddings and Estate Plannings

“An estate planning rule of thumb is to review (and, if necessary, revise) your estate plan in light of major life events. Such events include a marriage, birth of a child and a divorce. A second marriage also calls for an estate plan review. You’ll want to...

Estate Planning for Entrepreneurs

“Tomorrow never is guaranteed. Drafting a will, a FPOA and a living trust can feel uncomfortable. But the rewards are significant. For the hour or two you’ll spend, you’ll gain a sense of security that goes beyond even insurance and savings accounts....