It's only too easy to overlook several expenses, when you sit down to add up what you need for a...
Category - Previous Posts
What Do I Need to Know About an Irrevocable Life Insurance Trust?
An irrevocable life insurance trust (ILIT) is a structure that cannot in any way be rescinded...
Be Prepared: Death Happens when We’re Not Looking
We often use the euphemism “getting hit by the bus” to begin the discussion and get our clients...
Busy Professionals Need to Make Time for Retirement Planning
Going straight from a busy work life to ‘retired’ can be difficult, if you haven’t mapped out your...
You Can Protect Pets after You’re Gone
For most people, pets aren’t just animals–they’re the excited ‘hello’ when we get home from a long...
The Little-Known Option of Selling Your Life Insurance Policy
The bottom line is, not everyone wants to continue paying premiums for a policy that will only...
How Current is Your Estate Plan?
Most people do not update their estate plans often enough. The most common (and most absurd) excuse...
What Can You Tell Me About a Special Needs Trust?
If you have a loved one who deals with chronic illness or a disability of some kind, you want to be...
How Can I Make Amendments to an Estate Plan?
Updating one’s estate planning documents involves changes to one’s trust, will and/or designation...
Planning for Care in Advance
Perhaps one of the most difficult conversations you'll have as an adult child, is talking about end...