Blogs

Will vs. Trust

Many have wondered “What is a Trust? Can I afford one?” Or you might have even said to yourself, “Do I even need a Will?” The answer is yes. At a minimum, every adult should have a Will and durable Healthcare Power of Attorney. Controlling your healthcare treatment and the distribution of your…

5 Things To Know About the SECURE Act

You may have received a memo from us regarding the SECURE Act over the past several weeks. In case you missed it, we wanted to give you a quick breakdown of what the SECURE Act is and why you should be paying attention. On January 1, 2020 The SECURE Act went into…

Your Wedding Checklist

It’s wedding planning season and that means it is time to also plan your future family’s estate. Just as important as a seating chart, pairing your assets together in a safe place can ensure peace of mind. As you join together, it’s important to think about protecting your financial future…

Children & Inheritance

Inheritance is a topic that can be tricky for most to discuss. Many of us have been put in a situation where a family member bequeathed us something financially or physically after their passing. Or perhaps YOU are the parent contemplating about how to pass your wealth…

Advanced Healthcare Directives

The health and safety of our clients and the community is of the upmost importance to us. As we all continue to monitor this ever-changing situation with COVID-19, we’d like to take this moment to remind you of the importance of updating your…