An effective estate plan is not just a stack of well-drafted documents, it’s an arrangement designed to take care of you and your family during the most challenging moments of your lives. It takes a team of advisors to pull together all the details to be sure that your plan is ready to spring into action when you need it. Most people need these core players on their team: Experienced Estate Planning Attorney. Think of your attorney as the quarterback of your estate planning team. … [Read more...]
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Home Sweet Home
Your residence is probably your most important asset. It is the focus of your family. It is where you feel safe and warm and connected to each other. For those in early life, a home is a place full of possibilities, to be filled with the realization of dreams. For those in mid-life, it is a place filled with energy and the sounds of life. For those in later years, it is a place of familiar comfort that still echoes with the joys of earlier days. Traditionally, … [Read more...]
The Role of Legacy Planning
You may have many fond childhood memories of lively family gatherings. And it was probably not unusual to hear older family members remark how happy they were when everyone gathered for those special meals and how proud they were to see their legacy living on in their loved ones. Think of legacy planning as an extension of that sentiment. Different from estate planning, legacy planning takes into consideration who we are and what we will leave behind besides the material wealth. Legacy … [Read more...]
Home: Your Most Valuable Investment
“There is a magic in that little world, home; it is a mystic circle that surrounds comforts and virtues never known beyond its hallowed limits.” - Robert Southey If you are like many Americans, your home is not only an emotionally valuable asset for your family, it is also among your most valuable financial assets. Did you know that, in addition to increasing your net worth, your home can provide a variety of tax, estate planning, and asset protection benefits? For example: Taxes … [Read more...]
No Gmail? No Problem!
Want to leave us a Google review but don’t have a Gmail address? That’s okay! You do not need a Gmail address to leave a Google review. You just need a Google Account, and you can create one using the email address you already have, whether it’s Yahoo, Outlook, AOL, or something else. Already Have an Email Address? You can use it. There’s no need to create a new Gmail address. 4. Enter your name and basic information. 5. When asked about your email, choose Use your existing … [Read more...]
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