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Probate: Is It Really a Bad Thing?

Whether or not you have an estate plan in place, you have likely heard the term “probate”. Probate is the legal process by which a deceased individual’s assets are distributed under court supervision. This process is necessary to distribute assets that are solely in the name of the deceased person. Probate is governed by state [...]

By | April 10th, 2019|Uncategorized|0 Comments

4 Mistakes to Avoid at Tax Time

It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as [...]

By | March 5th, 2019|Uncategorized|0 Comments

What Happens to the Children?

No one wants to think about leaving their children behind unexpectedly. Unfortunately, it happens. If you have minor children, you need to consider and plan for the worst. This is especially true as vacation season approaches.  Whether you are traveling with or without your children, accidents happen. Should you leave your children, you wouldn't want [...]

By | February 25th, 2019|Uncategorized|0 Comments

4 Common Threats to an Estate Plan

Nearly everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and any changes to legislation that may affect the security of your loved ones in the event of your incapacity or death. What many often forget, however, is that changes in family dynamics and circumstances can threaten even [...]

By | January 25th, 2019|Uncategorized|0 Comments

Do You Need A Buy-Sell Agreement for Your Business?

There are many unanticipated changes that can cause your otherwise successful business to suddenly change direction. Being prepared with a buy-sell agreement can help you weather through events like a divorce, disability, irreconcilable dispute, or an unexpected death. What is a buy-sell agreement? A buy-sell agreement is a legally binding agreement between owners of a [...]

By | December 27th, 2018|Uncategorized|0 Comments

Estate Planning for Your Parents

If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan. While it is still your parent’s choice to make estate planning decisions, having a plan -- no matter [...]

By | December 12th, 2018|Uncategorized|0 Comments