One of the most difficult decisions facing parents when creating their estate plan is how to choose a legal guardian for their children. This article contains outstanding advice for those who are grappling with this decision: How to Choose a Legal Guardian for Your Children

Families of children with special needs have additional matters to consider when putting together their estate plan. This article outlines some great advice: Special Advice For Special Needs Parents

Who doesn’t love a good Top 10 List? Especially when it’s Estate Planning themed! Take a look at some more good reasons to get your Estate Plan in place. Life lessons of the rich and famous: Why you need an estate plan

Charitable giving is an important component of many estate plans. If you’re planning to include charitable contributions in YOUR estate plan, here are some things to keep in mind: 9 Ways To Gift Your Assets To Charity

We are so thankful for your kind reviews and referrals! We’re honored to hear that “People Love Us On Yelp” again for 2018. Thank you, wonderful clients!

Thank you to our friend Mike Muirhead of Financial Partners for sharing this article with us: 8 Things Financial Advisors Wish You Realized About Retirement  

“Besides new exercise regimes and attempts at savings accounts, from a legal perspective, the new year is the perfect impetus for tackling life’s perennial to-do list. From an estate planning perspective, here is a punch list that every adult should look to achieve in the new year.” – Cori A.…

“We live in a death-denying society, and our loved ones often find it “morbid” or “disturbing” to talk about it. The reality is that talking about your inevitable death and the funeral arrangements that will follow is terrifying for everyone. It’s not a conversation about sunshine and puppy dogs. It’s…

Frequently asked question: at what age do you need an Estate Plan? In short, once you’re 18 there are some legal documents you’ll want to have in place. Here are some guidelines and considerations for every age: Guide to Estate Planning By Age

“The news has been filled with devastating events this year – unimaginable wildfires, hurricanes and devastating flooding – and the resulting losses are heartbreaking. It is hard to comprehend how someone loses everything in an instant, but it could happen to anyone at any time. Everyone should have a plan…