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Blog Posts in December, 2016

How to Prepare For Your First Estate Planning Meeting

Few things strike a chill in an adult’s heart like the prospect of planning their estate. Of all of life’s milestones -- college, buying house, getting married, having that first child -- ...
Continue reading "How to Prepare For Your First Estate Planning Meeting" »

Give the Gift of Inheritances Through Estate Planning

The underlying message of any holiday season gift is that we care about the person receiving it and we want them to be happy and healthy. This just so happens to be the same message behind estate ...
Continue reading "Give the Gift of Inheritances Through Estate Planning" »

Protect Your Inheritable Assets with a Revocable Living Trust

When many people think of estate planning, they think only of a will, or a document that will determine the distribution of their property after death. However, there is another strategy, known as a ...
Continue reading "Protect Your Inheritable Assets with a Revocable Living Trust" »

Be Careful Not to Overspend on Gifts This Holiday Season

You probably love the holiday season because it is a clear opportunity to give to others and show how much they mean to you. The end of the year is also a popular time to treat yourself to things ...
Continue reading "Be Careful Not to Overspend on Gifts This Holiday Season" »

Your Essential Estate Planning Checklist

Intimidated by estate planning? You aren't the only one. In fact, many Americans put off estate planning because the entire process makes them nervous. If you are entering the planning phases of ...
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Why Advanced Funeral Planning Should Be Included in Your Estate Plan

When most people think of making an estate plan, they primarily consider protecting their home, real estate, and financial assets; some may even go as far as to make an advanced directive (formerly ...
Continue reading "Why Advanced Funeral Planning Should Be Included in Your Estate Plan" »
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