June 9, 2020

In light of Corona, many people are finally becoming aware of the importance of creating or updating their estate planning documents. With the restraints still in place on what we can and cannot do freely anymore and while it may be tempting to create your documents on...

May 4, 2020

Corona or no Corona, now is a great time to plan ahead should you or a loved one fall ill. One of the most important and easy things you should do is select a healthcare agent.

What is a Healthcare Agent?

A healthcare agent is a person you authorize in a healthcare powe...

April 13, 2020

It seems the need for estate and probate services has come to mind for much more of the general public than it ever has in recent decades. Corona has made us actually wonder:

  • If I’m incapacitated, what problems will arise for my family?

  • If I pass soon, what pro...

March 18, 2020

We value the safety of our clients and those around us so we have put safeguards and implemented procedures due to the Coronavirus. With that being said, we are still open and seeing clients in person. However, if you wish to meet by alternate methods we can do so remo...

February 12, 2020

But Many of Your Clients Will Need to Change Their Estate Plans

The Stretch is not dead; there’s just no more lifetime Stretch.  I’m an optimist  :)

A retirement plan can be stretched for 10 years at the most. That is, a non-spouse beneficiary (e.g. a chil...

January 3, 2020

There's no better time than now.  Whether you are married, single, have young kids, older kids, no kids, make 2020 the time you finally get your estate plan in place. Click on the link below for more info:

Estate Planning for 2020 !