An estate plan is a way to protect your assets and ensure that your wishes are carried out after you pass away. But it's also an opportunity to express your love and appreciation for those who are important to you.…
With the pandemic weighing heavy on most of our minds, it’s hard to plan for the future. Especially when it comes to Estate Planning. On February 11, 2020, the World Health Organization (WHO) gave name to the disease-causing the 2019…
Here’s a question we got from a client a while ago: After my brother died, he left money in a revocable trust for my children – but they could only get that money if they spent it on a trip…
Something we hear all the time: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” It’s just not…
The World Health Organization (WHO) gave name to the disease-causing the 2019 novel coronavirus outbreak on February 11, 2020. The coronavirus disease 2019 shortly after became known by its abbreviation, CO for corona, VI for virus, D for disease, and…
Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you.…