Latest Blog Posts

Financial Planning. Tax Planning. Legacy Planning. Estate Planning - How many plans do I need?!

Posted on: May 22nd, 2018
Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future......

How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

Posted on: May 15th, 2018
Learn how to effectively use your life insurance and retirement accounts to provide for your children financially....

How to Fix 5 Common Estate Planning Problems

Posted on: May 8th, 2018
Five common estate planning problems and how to fix them....

The One Thing Every New Grandparent MUST Do As Soon as Possible

Posted on: May 1st, 2018
Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything -- including how you approach your finances...

3 Celebrity Probate Disasters and Tragic Lessons

Posted on: December 27th, 2016
With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again...

Battle over Robin Williams' Tuxedo Highlights Importance of Estate Planning

Posted on: January 22nd, 2016
The recent battle over Robin Williams' tuxedo by his family members is a good example of why everyone needs an estate plan...
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