Estate Planning Is Not About What You Own... It's About What You Value.

Beneficiary designations

When was the last time you reviewed the beneficiary designations on your retirement plans, insurance policies, or even your basic cash accounts? Making sure that

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DIY Trusts Rarely Work!

We often hear that our fees are higher that many would like to pay, especially in light of online services or software that supposedly enable

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Estate Planning

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

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