Blogs
February 13, 2024

The Role of a Letter of Intent in Estate Planning

Letters of Intent are not always used in estate planning, but they can be highly beneficial in many situations. This document, while…

Read More…

January 30, 2024

Designating a Legal Guardian for Minor Children

In the world of estate planning, the importance of preparing for the unforeseen and ensuring the well-being of your loved ones cannot…

Read More…

January 9, 2024

Estate Planning and Your Senior Parents

One of the most delicate yet crucial aspects of estate planning involve guiding senior individuals and their families through this intricate process….

Read More…

December 19, 2023

A Resolution for Generations: Estate Planning for You and Your Loved Ones

As we usher in a new year, it’s customary to reflect on the past and set goals for the future. While resolutions…

Read More…

December 5, 2023

The Importance of Starting Your Estate Plan Before a Health Scare

Embarking on the journey of estate planning before the onset of a health scare is a proactive and far-sighted approach that can…

Read More…

November 21, 2023

How Life Insurance Works with Effective Estate Planning

Life insurance can play a crucial role in estate planning, offering several benefits when used strategically. It is essential to recognize how…

Read More…

November 7, 2023

The Benefits of Charitable Planning

Charitable planning offers a range of benefits, not just for the charitable organizations you support but also for you and your heirs….

Read More…

October 17, 2023

How to Plan for Minimize Taxes on Your Estate

Estate tax is a tax on the transfer of the assets of a deceased person to their heirs or beneficiaries. The tax…

Read More…

October 3, 2023

Top 5 Benefits of a Living Trust

A living trust, also known as a revocable living trust or inter vivos trust, is a legal document that allows an individual…

Read More…

November 22, 2017

Important Holiday Conversations

Going home for the holidays is a family tradition where you get to reconnect with your loved ones whom you haven’t seen…

Read More…