A Personal Approach To Planning for your Future LET'S GET STARTED

Blog

How to Create a Power of Attorney

A Power of Attorney is a legal document that gives someone else the authority to act on your behalf. This can be useful if you are going to be out of town and need someone to handle your affairs, or if you become incapacitated and are unable to make decisions for yourself.

Read More

5 Reasons You Need an Estate Plan

An estate plan is not just for the wealthy. Here are five reasons why you need an estate plan, no matter your age or assets.

Read More

How to Make a Will

Making a will is one of the most important things you can do for your loved ones. If something happens to you, a will ensures that your wishes are carried out and that your family is taken care of. In this newsletter article, we will discuss the basics of making a will and what to consider when creating one. We'll also provide tips on how to choose an attorney and what to expect during the process. So if you're thinking about making a will, read on for helpful information!

Read More

Do You Need a Will or Trust?

Making a Will or Trust is one of the most important things you can do for your loved ones. Both documents have different purposes, and it’s important to understand the difference before deciding which one is right for you. In this newsletter, we will discuss the basics of Wills and Trusts, and help you decide which document is right for you.

Read More

How to Set Up a Special Needs Trust

If you have a loved one with special needs, you know how important it is to make sure they are taken care of. One way to do this is by setting up a special needs trust. In this article, we will discuss what a special needs trust is and how to set one up. We will also talk about the benefits of having a special needs trust in place.

Read More

Should Children Have a Trust?

A trust is a legal document that allows a person to hold assets on behalf of another person. This can be helpful for parents who want to provide for their children in the event that something happens to them. There are many different types of trusts, and each one has its own benefits and drawbacks. In this newsletter, we will discuss the pros and cons of trusts for children, and help you decide if a trust is right for your family.

Read More

How Does a Divorce Affect My Estate Plan?

A divorce can be a very difficult time for everyone involved. Not only is your personal life in turmoil, but your financial security and estate plan may also be affected. If you are going through a divorce, it is important to understand how it will impact your estate plan. In this article, we will discuss the impact of a divorce on estate planning and provide some tips for protecting your assets during this time.

Read More

What is a Revocable Living Trust?

A revocable living trust, also known as a living trust, is a legal document that allows you to control your property during your lifetime. You can name yourself as the trustee and retain complete control over all property held in the trust. The trust becomes effective upon signing, and for the assets controlled or owned by the trust, you will avoid the time and expense of probate. In this blog post, we will discuss what a revocable living trust is and how it can help you protect your property!

Read More

Do I Need an Estate Plan If I’m Not Rich?

You may be wondering if you need an estate plan if you're not rich. The answer is yes - everyone should have an estate plan in place, no matter how much money they have. In this post, we will discuss the reasons why everyone should have an estate plan and what happens if you don't have one. Everyone Needs an Estate Plan Regardless of your income level, you need an estate plan if:

Read More