Articles

Many people equate estate planning with postmortem concerns. Basically, what happens to their property and money after they pass on. However, an estate plan can, and should, incorporate long-term care. Why It is So Critical to Have a Plan in…

A commonly asked question by clients is “when should I schedule a comprehensive review of my estate plan?” First and foremost, if you are asking this question, you are ahead of the game. A recent survey showed nearly 65 percent of…

When you are creating your estate plan, an objective you should strive for is structuring your plan in a way to avoid probate. Probate is a statutorily-based  way of settling an estate requiring the oversight of a court. When probate is…