Protecting families, finances and furry friends!

Do You Have an Ethical Will?

An ethical will, or legacy letter, is a way to convey personal information you would like your family and friends to know either before or after your death. Because an ethical will is not a legal document that distributes your estate, it can be in any type of format:...

Knowing Your Order Before You Do

In a scary move, Amazon has patented technology termed anticipatory package shipping. Amazon will ship products based on demand. It will consider factors including a customer’s previous orders, product searches, wish lists and shopping cart data. Amazon may even...

Does Your Business Have a Succession Plan?

Business succession planning is essential if you want your business to continue and thrive or be in the best position to be sold after you die. There are several issues to consider when creating your business succession plan: Identify the successors to your business,...

Estate Plan Check-Up

With a new year quickly underway, people with an Estate Plan are already a step ahead. However, that doesn’t mean that’s the end of the road. Estate Plans should be reviewed every 3 to 5 years. However, if certain life events occur, an Estate Plan should be reviewed...

Beneficiary Designations as Part of Your Estate Plan

Wills are a vital part of any estate plan. Wills designate guardianship of minor children and control the disposition of your property after death. Depending on the type of assets you have, a Trust may also be beneficial in avoiding probate and ensuring a smooth...

Happy New Year!

Make this New Year one where you finally have the peace of mind that comes with planning for your future. Contact our office today to learn more about your Estate Planning options.