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Minimizing estate disputes

Five Tips to Minimize Estate Disputes

In a world where baby boomers are retiring at a rate of 10,000 per day, in the coming decades, tens of billions of dollars in assets will be transferred from...

The SECURE Act blog post

Passage of SECURE Act Anticipated by Year-End

Estate planners have been watching Congress closely, waiting to see what will happen with the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The legislation, designed to boost Americans’...

Estate planning guide

Estate Planning Checklist – Your Ultimate Guide

The future is unpredictable and we understand that you want your family to have a secure and comfortable life even when you are incapacitated. The objective of estate planning is...
Common Estate planning mistakes

10 Common Estate Planning Mistakes to Avoid

Estate planning is confusing to most people and most do not have a plan in place. Many people take for granted that their assets will go to the right place...

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