Ready to Retire? Consider These 3 Retirement Tips
To protect yourself from some of life’s unexpected surprises, we’ve detailed several retirement tips you can use ahead of your decision to stop working. Starting at 10 years prior to...
3 Things to Know About Powers of Attorney
Powers of attorney are just a single component of a well-designed estate planning package. Within such a package, you will usually find a living trust, wills, financial durable powers of...
Free Emergency Estate Protection Kit
When an emergency hits, the last thing you want to do is make things harder for your family. Completing this Free Emergency Estate Protection Kit simplifies decisions for your family...
NOW is the time to consider your estate planning options.
While COVID-19 has disrupted many individuals and businesses it has created an opportunity for those performing estate planning. If you have any questions regarding how COVID-19 has impacted the value...
Stuck @ Home During the COVID-19 Outbreak? Attend a Webinar!
We know the COVID-19 pandemic is causing more stress every day. This is a scary and unpredictable time for all of us. Not being prepared with a solid Estate Plan...
Considering a Medicaid Asset Protection Trust?
Medicaid Asset Protection Trusts: The Basics When you transfer part of your assets to a Medicaid Asset Protection Trust, you can qualify for Medicaid assistance without losing any of the...
Special Needs Trusts: How Do They Work?
The main function of Special Needs Trusts are to ensure future aid for a dependent without triggering a disqualification from government aid programs. As is the case with many other...
4 Ways To Upgrade Your Estate Plan
Everyone has heard stories of famous people who died without a decent estate plan in place. This has been a hot topic in recent years with Prince and Aretha Franklin...
Business Owners Should Always Create an Estate Plan
What happens if you die without leaving a will or estate plan? We can tell you it is probably the last thing you’d ever want. This is because the government...
Hackers are ramping up attacks on financial accounts
The idea of losing your life savings to hackers is terrifying — and it’s why an increasing number of folks are choosing not to consolidate their retirement assets, even if...
Should I be concerned about avoiding probate?
Avoiding probate doesn’t have to be difficult. Probate is a court process through which, at the time of your death, your Will is proven to be valid and your Executor...
Help Elderly Loved Ones Avoid Senior Scams
Many of today’s senior scams are so poorly executed that they can often be viewed as ridiculous once you hear the actual voicemail or see the error-filled email, but this...