January 11, 2022Five Ways People Make Estate Planning MistakesAs an adult, you spend the first half of your life trying to achieve financial security, and the second half trying to maintain it. Due to this adage, many people devote significant time and effort to maximizing their legacy goals…
October 1, 2021The Importance of Estate Planning for Young FamiliesIt is fairly typical for young adults, even those with professional careers aged thirty or more, to believe they are too young to concern themselves with estate planning. Young adults in their twenties and thirties often think they don’t own…
February 5, 2021DIY Estate Planning and WarningsWe hear this question all the time: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” It’s just not…
November 30, 2020How Adding a Personal Property Memorandum in Conjunction with your Will or Trust can HelpMost of the time, family members end up arguing over mom or dad’s favorite items when that parent dies. Arguments can take place over things like a coffee mug, a piece of jewelry or a painting. These types of arguments…
