Blog

Your Legacy Is At Risk. Consider a Professional Trustee.

Your daughter, brother, friend, or neighbor may be perfectly capable of serving as your successor...

Does your estate planning team know the playbook? Try a family meeting.

The family meeting communicates much more than just the details of your estate plan. Your loved...

5 Most Common Estate Planning Mistakes & How To Avoid Them

5 Most Common Estate Planning Mistakes & How to Avoid Them   Estate Planning Mistake...
Family Funeral Planning

How to Maintain Family Harmony When You’re Gone

“How to Maintain Family Harmony When You’re Gone” When they first come to our office,...
What is the Cost of a Do-It-Yourself Will? It Could Be Everything.

The 3 Biggest Challenges in Setting Up Your Estate Plan

Only 30% of Americans have a Will or another kind of written estate plan in place. Compare that...
What to Do When a Loved One Dies

What to Do When a Loved One Dies

I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had...

The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)

What is a benefit of a revocable living trust? Bob and Edna Wyatt came to see us when Bob’s...

Is it time to re-allocate some of your assets?

A New Interest Rate Environment Most people hold bonds as a conservative posture in their portfolio...

Why you should barely notice a good estate plan in an emergency.

My friend and her husband arrived at the surgery center on a sunny Friday morning. She had tucked...