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Estate Planning

What You Need to Know About the Tax Cuts and Jobs Act of 2017

Posted on: September 26th, 2018
Congress passed sweeping tax reform in late December 2017. Here's what individuals and business owners need to know......

7 Common Challenges for Effective Estate Planning

Posted on: August 31st, 2018
There are 7 challenges that people often overlook when creating an effective estate plan....

Do You Know You Need to Plan But Just Keep Putting It Off?

Posted on: April 10th, 2018
It's easy to put off planning, but planning may be easier than you think, and it provides huge relief once it's been done. Follow our 3-step process for planning and stop procrastinating....

Learning from The Grinch

Posted on: December 6th, 2017
What Can We Learn from The Grinch?...

What Happens in Probate and Why You Want to Avoid It

Posted on: November 1st, 2017
It's common knowledge in the estate planning field that people like to avoid the probate process. Many people hold this general idea, but few know why or how they can avoid the mess of probate. ...

Getting Remarried: Why Prenup Shouldn't Be a Dirty Word

Posted on: September 19th, 2017
Many people have negative feelings about prenuptial agreements. Unfortunately, those negative perceptions prevent a lot of people, who could be helped by this legal tool, to miss out on the benefits they can deliver....
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