Blog

July 26, 2022

Age with Grace Series: Stay a Step Ahead of Scammers

Getting scammed can happen to anyone. Many Millennials and GenZs have fallen victim to the CEO-gift card scam at work. That particular…

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July 19, 2022

Joint Accounts with Your Child: Is It Right for You?

In a joint account, each account owner has the right to manage the account entirely, including depositing or withdrawing funds. For seniors,…

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July 12, 2022

Estate Planning Tips for Your College-Bound Kids

Back-to-school season used to mean shopping for detailed school-supply lists, attending family ice-cream socials, completing endless forms . . . and then…

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July 5, 2022

Charitable Planning Is a Two-Way Street

Many of us find satisfaction and purpose in volunteering our time and expertise or donating to worthy causes during our lifetimes. With…

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June 28, 2022

Family Business Succession Planning: Protect Your Legacy

Owning a family business comes with unique challenges and rich rewards. It takes a special family—and strong relationships—to venture down this path…

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June 21, 2022

Allocating Your Assets: When Fair is Not Equal, Talk with Your Kids

Perhaps—if you’re taking care of estate planning early in life, for example—dividing your estate into thirds for your three children works. The…

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June 14, 2022

Your First Estate Planning Appointment

Congratulations! You’re ready to begin the estate planning process. Preparing for your initial appointment will help you and your estate planning attorney…

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June 7, 2022

Take Charge: With an Estate Plan, You Call the Shots

What is an estate plan? An estate plan may sound like something fancy, but it’s just a name for the legal documents…

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May 31, 2022

Estate Planning: How to Choose Your Fiduciary

Selecting who you want to handle your affairs when you’re no longer able to is an important decision. An Executor is the…

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May 24, 2022

Planning Strategies for Retirement Plan Assets: The Retirement Plan Trust

Your retirement plan assets are likely some of the largest assets you own. Because retirement plan assets are subject to complex regulations,…

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