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Plan Now for Peace of Mind

"Mentioning how you want your remains treated after death is a quick way to kill a casual conversation, but avoiding the topic because it is uncomfortable leaves your loved ones to piece together your wishes while also grieving their loss. Planning ahead allows your...

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Reducing What You Own

"Losing your last surviving parent is hard enough. But being the arbiter of which of your parents’ and grandparents’ treasures get saved and which end up sold, donated, or in a landfill? gut-wrenching. The lesson we have learned from this experience? Most of the stuff...

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Do You Have a Medical Directive?

A Medical or Health Care Directive is an essential component of your estate plan. But what exactly is a [medical] directive? "It is a legal document in which an individual specifies their decisions for caregivers in the event of illness or dementia and directs end of...

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There are many moving parts with Estate Planning, and our team will help you confidently navigate the process. We will expertly guide you through the process and show you every rock in the river along the way.

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Probate is the legal process of distributing the assets and estate of a deceased person. This includes resolving all probate property issues like taxes, insurance, title, and paying creditors for any outstanding money owed by the deceased.

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