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Monthly Archives: September 2016

Comprehensive Estate Planning

Traditional estate planning focuses on what happens to our assets after we pass away.  It is a way to ensure that our belongings are distributed according to our wishes in a timely manner and with minimum expense.  Estate planning is important but it is also essential that we plan for our lifetime.  Lifetime planning allows […]

Estate Planning Essentials for Millennials

If you were to suddenly become incapacitated, do you know who would make medical decisions for you and or manage your financial affairs?  Do you think that person’s decisions would be in accordance with your wishes?  Would he or she pay your bills and take care of your financial affairs?  If you are unsure about […]

Estate Planning Objectives

There are a number of misconceptions about Estate Planning that can cause people to plan poorly or not at all.  One of the most common myths about Estate Planning is that it is only for the elderly and wealthy.  The truth is, that anyone over the age of eighteen should have a basic Estate Plan […]