It’s Planning Season
For each season, there is planning that you must do. In order to be successful, this planning must be done thoughtfully and in advance. To properly plan for the next ...
Adopt-a-Dog Month: Love Them Today and Love Them Tomorrow with a Pet Trust
There are 3.3 million dogs housed in animal shelters each year. You can celebrate Adopt-a-Dog Month this October by adopting a homeless dog, providing it with a home, and gaining ...
Home DNA Tests: A Bump in Your Estate Plan
Discovering your ancestry can be both fun and fascinating. At-home DNA tests have grown in popularity in recent years. Often given as a unique gift for loved ones, the kits ...
Why Receiving an Inheritance Changes Your Estate Plan
Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new ...
How to Choose a Guardian for Yourself
Every day we make hundreds of decisions from what to eat for breakfast to where we go on vacation. With each passing day, there are more choices to be made. ...
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. If you are considering giving cash or property to someone, a little bit of planning can help avoid negative consequences. This is ...
Five Considerations When Selecting a Guardian for Your Children
There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were ...
Your Five Task Year-End Estate Planning To-Do List
The new year is fast approaching. As we all prepare for the holidays, here are some things that should be on your end-of-year checklist: 1. Make Sure Your Estate Planning ...
Planning on Giving Money this Holiday Season? Five Things to Consider
The holiday season is a time to enjoy friends, family, and loved ones. Often, we consider our life circumstances and may get in the spirit of giving. This is particularly ...
Why New Parents Need an Estate Plan
Becoming a new parent is a life-changing experience, and caring for a child is an awesome and joyful responsibility. This is also the time to think about your child’s future ...