Posts in 2019

Jul 11 Your Estate Plan: Have you waited long enough?

If you have been postponing the setting up of an estate plan for 30 years – have you waited long enough? Going forward - time is ...

Jun 20 What Do Grads and Brides Have to Do With It?

Every life transition changes the person that we are. Graduating from High School or College, getting Married, starting a ...

Jun 17 Don't Get on a Plane Without It

Summer is time for the long-awaited and much deserved time away from the office and the daily grind. Every year millions of ...

Apr 08 Estate Planning is Prosperity Planning

When people think of Estate Planning they usually think about setting up a living trust and powers of attorney . A lot of budget ...

Apr 01 My real estate property is not of high value - do I need a Trust?

It is a common misconception that ANY assets less than $150,000 in value are not subject to Probate. Although that IS true for ...

Mar 25 How to Protect Your Children From Themselves and their Creditors/Predators

Children turn 18, and all of a sudden, with a snap of a finger, they are Adults, for all legal intents and purposes. Some of those ...