1. Dispelling the Top 3 Estate Planning Myths

    Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed. ESTATE PLANNING MYTH #1 – YOU DON’T NEED AN ES…Read More

  2. What Documents Do You Need to Find After a Loved One Dies?

    After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find: Account statements – These may inc…Read More

  3. One Last Thing: Don’t Miss These 2015 Hot Estate Planning Topics

    1. 5 Things You Need to Know About the ABLE Act: On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwi…Read More