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April 17, 2018
Why Do I have to Go Through Probate…My Parents had A Will
Last week Dave and Lauren came into our office because Dave’s mother, Nancy, had recently…
March 26, 2018
What Does it Mean to “Age Gracefully”…Sally and John Know
You may remember Sally and John…I’ve written about them in earlier posts. To refresh your…
March 6, 2018
Joshua says, “I’m Single…Why Do I Need an Estate Plan?”
Joshua, great question…and one we get asked all the time from young professionals and couples…
February 27, 2018
Top 5 Reasons Why “Tax Reform” Won’t Change Your Estate Strategy
Whenever someone talks about the new “tax reform” program, people get excited about how this…
February 19, 2018
After 41 Years of Marriage, it’s over…now what Happens?
Long-time clients, Dave and Marge (names changed to protect my clients), broke the bad news…
February 9, 2018
5 Critical Steps Before Applying For Veterans Benefits
If I asked a group of 100 people the definition of “Veteran’s Benefits,” I would…