Estate Planning
Is a Revocable Living Trust Right for Me?
Revocable Living Trusts An estate plan based upon the foundation of a revocable living trust is one of the greatest strategies we have to create smooth transitions in the event of disability or death. The revocable living trust allows you to retain ultimate control of your assets and simultaneously provide your family with peace-of-mind. With…
Read MoreThe Roles of a Mother: Protecting Your Children
As we enter this month honoring moms, I’d like us to take a step back and reflect on all of the roles of a mother. Mothers are the ultimate protectors, the original “SHeroes” (female super heroes), the knot that keeps the laces together when everything really wants to just fall apart. As moms we guide,…
Read MoreEstate Planning Needs for Families with Minor Children
I’d like to share a topic that’s so important for my family – Estate Planning Needs for Families with Minor Children. I’m sure it’s not a surprise; however, my husband and I talk about this topic often. We’ve even considered taking separate flights to the same destination. Our children are so precious to us and…
Read MoreEveryone Needs a Comprehensive Durable Power of Attorney – What are the benefits?
Estate planning is much more than planning for the transfer of our assets upon our death, it is just as important to plan for our incapacity and who will access our assets for our benefit if we can’t. A comprehensive durable power of attorney is perhaps one of the most important planning tools we have…
Read MoreThe Importance of Planning Early
“Planning is bringing the future into the present so that you can do something about it now.” -Alan Lakein As we head into 2019 many of us are planning our ideal year. We are creating goals and planning implementation strategies. We are filling our calendars with workout times, vacations and new adventures. However, when…
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