Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
Estate Planning for Unmarried Couples
When the topic of estate planning comes to mind, you may envision a married elderly couple with children. In actuality, many people do not...
The Power of Power of Attorney: Why You Need One Today
The Power of Attorney (POA) is a very powerful document that should be an important part of your estate planning. If you were to become...
Estate Planning for Singles: 3 Tips to Get Started
There's a common misconception that you only need an estate plan if you have a spouse or children. However, this could not be further from...
3 Documents to Include in Your Estate Plan
It’s common for people to hear “estate plan” and assume that it’s an individual's last will and testament. However, an estate plan is so...
Estate Planning for Millennials: A Guide to Getting Started
A global pandemic, marriage, becoming parents, and just wanting to protect your assets are just some of the reasons that millennials are...
Revocable and Irrevocable Trusts – What’s the Difference?
While most of us have heard of “trusts,” few understand the differences between the various types of trusts, specifically revocable and...
Estate Planning For Your Second Marriage: 5 Mistakes to Avoid
While we all go into marriage hoping and thinking it will last, the truth is that 50% of marriages end in divorce. So what about those who...
Digital Estate Planning: The Importance of Planning for Your Virtual World
We live in a digital world, where almost everyone has an online presence, as well as multiple passwords across multiple platforms. Even to...
Power of Attorney: How to Choose the Right Agent
The only thing more important than having a power of attorney in place, is who you choose to represent you and carry out your wishes in...
7 Reasons to Update Your Estate Plan
One of the biggest mistakes that someone can make in terms of estate planning is not updating their plan after certain life events. There...
What is a Living Trust? and Other Questions About Living Trusts
Estate planning is a hard topic to talk about, but no matter your age or wealth, it is smart to have a plan in place should the unexpected...
Getting Divorced? Don’t Forget to Update These Four Estate Planning Documents
Growth is a mandatory part of life. As you age, your life expands and changes. Often these changes come slowly, but sometimes tectonic...
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