Putting your affairs in order with an estate plan will make for a smoother transition to the loved ones you leave behind. This is especially important if you plan to travel. Before you hit the road or jet set away this summer, make sure you’ve got these essential documents in order. The preferred ending to your trip is a return home with some new wonderful memories. However anything can happen while traveling, and Read More
Commit to Your Estate Plan Before Committing to a Trip
Putting your affairs in order with an estate plan will make for a smoother transition to the loved ones you leave behind. This is especially important if you plan to travel. Before you hit the road or jet set away this summer, make sure you’ve got these essential documents in order. The preferred ending to your trip is a return home with some new wonderful memories. However anything can happen while traveling, and Read More
Estate Planning for Millennials
If you consider yourself a Millennial then you are a part of the largest generation in history with over 80 million people. Many of you tend to “live in the moment” and are holding off on milestones such as marriage, children, and home ownership. But what about planning for your future? Even if you don’t think you need an estate plan, chances are that you do. Below are 3 questions you can ask yourself to see whether Read More
Debbie Shares her Wisdom with Channel 5 News
Debbie Cunningham was recently interviewed by Channel 5 news to share her wisdom and knowledge about estate planning. Click on the image below to watch the full story! Read More
Prince’s Estate Quandary: Not a Walk in Paisley Park
While the country still mourns the loss of music icon and pop superstar Prince, news reports continue to surface that there's still no trace of his Will. While the search continues, the court has appointed Bremer Trust as special administrator during the proceeding. Tyka Nelson, his sister, came forward with the original petition for the appointment of a special administrator for the estate and also listed five Read More
Beware the April Fools’ Jokes
If you watched the news, checked your Facebook, or listened to the radio this morning you’ve probably been inundated with pranks, gags, and a slew of fake products in honor of April Fools’ Day. Today is the one day it’s acceptable to put a whoopee cushion under your coworker’s chair or fill the salt shaker with sugar. Over the years, some companies have gone to great lengths to create the perfect April Fools’ prank. Read More
Does Your Will Address Property Ownership?
Thanks to the incredible weather, spring has come early this year and "For Sale" signs have begun lining neighborhood lawns. Purchasing a new home is an exciting and hectic time for couples which can often times lead to the failure of proper estate planning. If tragedy were to strike, and you or your spouse passed away, what would happen to your home? Most people assume that the living spouse automatically takes Read More
Transfer On Death Deeds: Another Way To Avoid Probate
Creating an estate plan isn’t just for the rich and famous. Every individual should have an estate plan that fits his or her specific needs. This includes planning for future incapacities with a financial power of attorney, a medical power of attorney and a directive to physicians (often known as a living will). Estate planning also involves making a plan to distribute your assets upon your death. The most common Read More
Six Personal Finance Tips for Happy Couples
Love is in the air with Valentine's Day just around the corner! The stores are filled with typical gifts like flowers and candy, and restaurants have already started booking up. If you don't feel like dealing with the crowds and want to spend Valentine's Day doing something that will have a lasting effect on your relationship, why not plan an evening of financial planning? This year give your loved one the gift that Read More
A New Year’s Resolution Worth Keeping
It’s that time of year when everyone makes a list of resolutions and goals to better themselves. Many resolutions are focused on fitness, finances, or changing unhealthy habits, but by the time February rolls around almost everyone is back to their old ways. Wouldn’t you like to make a resolution that is worth sticking to this year? Your loved ones are at the heart of every decision you make so take the time this Read More



