“The best time to plant a tree was 20 years ago. The second best time is now." - Chinese Proverb Preparing for the inevitable is something most of us would rather avoid thinking about. However, organizing your financial documents is an essential task that should not...

The vast majority of people in the United States have this idea that only really rich people need to have a trust. Maybe you’ve heard the term “trust fund baby”, or you associate the word “trust” with “trust fund’ in general, but the truth is that anyone who owns any...

An estate plan is a collection of legal tools that work together to provide comprehensive protection for your family, your money, your property, and your privacy.  It’s extremely important to have this in place as soon as possible! Not only does an estate plan...

Many people think that all they need to do to get their affairs in order is make a will before they pass away, but that’s an oversimplified and actually inaccurate view of what planning your estate should actually look like! A will only takes effect after your death,...

It may be difficult to think about, but we all have to face the fact of our mortality - we won’t live forever, and none of us are promised tomorrow. Acting like you are invincible and procrastinating getting your affairs in order will only make it worse for your...

You’ve worked hard your entire life to build up savings and make a great life for your family. However, if you don’t have an estate plan - a legal plan for what will happen to you, your assets, and your loved ones if you become incapacitated or pass away unexpectedly...

While we all hope to live long, prosperous lives, none of us are guaranteed tomorrow. Accidents, illness, death, and other unforeseen events occur every day. That’s the main reason that it’s necessary to have an estate plan in place. An estate plan enables...

If you have young children, or if you are nearing retirement, the future may be on your mind, as it should be! The truth is that no one is guaranteed tomorrow, and no one knows what the future may hold. Planning ahead while you still have the time and mental capacity...