Category: Estate Planning

May 30, 2017 | Estate Planning

Why Everyone Needs an Estate Plan

The surprising truth that many of us don’t realize is that we all have an estate plan in place, even if we haven’t created one ourselves. Every state has a set of laws that dictates what happens if a person is incapacitated or dies without estate planning documents. That means that the choice each of... More
March 30, 2017 | Estate Planning

What Is An Estate Plan Anyway?

Maybe you’ve decided that this is the year when you create an estate plan – your financial advisor has “complete estate plan” on your to-do list at your regular check ins, your friends and family members have told you they recently “had their estate plan done,” or an article you read mentioned the importance of... More
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