estate plan

HOW TO CHOOSE AN ESTATE PLANNING ATTORNEY

How To Choose An Estate Planning Attorney

In addition to this blog, there are hundreds of programs out there to help you in planning various parts of your estate.  However, estate planning is much more than filling in your name in a computer program and having a document printed on your computer.  A rock solid estate plan requires having someone who knows…

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Checklist: Six Must Have Items in Any Estate Plan

Checklist: Six Must Have Items in Any Estate Plan

Setting up a fully comprehensive estate plan means covering all the bases so that when you need the plan to work for you, it works the way you envisioned it would.  However, that also means planning for contingencies and getting things in order today, so that tomorrow your family or caretakers aren’t scrambling to figure…

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Consider Your Estate Plan Before You Travel

Consider Your Estate Plan Before You Travel

We are fast approaching Summertime when travel is busy and careful planning is necessary to nab the best airfare or book that beach cottage before it slips away.  One thing that is probably not on your travel to-do list is estate planning, but it should be so you can travel with peace of mind. Here…

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Create a Plan to Protect Your Children

Family is important.  We have dedicated a big part of our business to supporting families in all phases of life. From Kids Protection Plans to disability and long term support advocacy.  The one thing we know that always makes things easier, is the value of creating a plan.   Remember When.. Think about it like…

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