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…