Nov 19, 2024 | Insights
Who are your descendants? In the past, the definition of descendant was straightforward: a person who can be traced back to a specific ancestor through the same bloodlines. But planning for today’s more diverse family structures now encompasses much more than...
Nov 12, 2024 | Insights
If you have a beloved late grandmother, many images and memories may come to mind when you reminisce about her. You might picture her at her home or at the family vacation house during the holidays. Your memory could be a special meal that only she prepared for you or...
Nov 5, 2024 | Insights
You may think creating a simple estate plan should be easy and something you can do independently. Unfortunately, this is not the case. Estate planning laws vary greatly from state to state, can sometimes be complicated, and constantly change. An experienced estate...
Oct 29, 2024 | Insights
Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the numbers do not lie: most people do not see the importance of estate planning. Whether you need...
Oct 25, 2024 | Insights
Most people believe that receiving a large inheritance from a loved one would be life-changing. At least one study, however, found that about one-third of Americans who had received an inheritance eventually experienced a decrease or no change in their wealth after...
Oct 23, 2024 | Insights
Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place...
