Estate Planning Blog

Estate Planning, Living Trust

Is your trust funded?

A trust avoids probate, but an empty trust does not. What do I mean by…
Estate Planning

Is your child turning 18 this year?

Here’s an issue many families overlook when children leave for college: That child, in the…
Estate Planning, Small Business

Very important information for small business owners

Congress passed a paycheck protection program for small businesses. The Paycheck Protection Program sets aside…
Estate Planning

We’re here for you during this difficult time

Due to the Governor’s order, I am now only meeting with clients via video or…
Retirement Plan

Don’t forget to check your beneficiary designations every year

Do you remember filling out the beneficiary designation form for your retirement account or life…
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