Sign up for an Estate Planning Workshop

Learn More
Filter by

Retirement Updates Amid COVID-19

The Coronavirus Aid, Relief and Economic Security (CARES) Act provides aid for individuals and businesses in need. The Internal Revenue Service (IRS) has published information on the specific retirement provisions in Section 2202 of the act. See the link here.  The information from the IRS provides insight into which individuals may benefit from the additional… Read more


Estate Planning Awareness Week – Things to Review

Because estate planning is a comprehensive plan and not just a single document, it is important to regularly review all aspects of your plan, your finances, and your family’s needs. Things to Review Beneficiary Designations: The beneficiary designation form is crucial for assets such as life insurance and retirement accounts. Improper information on these documents… Read more


Why Would I Even Need an Estate Plan…Or An Estate Planning Attorney?

WHO IS GOING TO FEED FIDO? It’s important not to think about estate planning as something you do for yourself. Estate planning is something that you do to make sure your loved ones are cared for. And this applies to the humans and animals in your life.  WHO GETS YOUR STAMP COLLECTION? Estate planning covers… Read more

Skip to content