For most of us, updating our social media, sending emails, and checking our bank accounts online has become second nature and is a daily part of our life. But what happens to all of your accounts if you suddenly pass away? You have a lifetime’s worth of online files and accounts that may become inaccessible which causes more stress for your loved ones. Luckily, there is a way to protect all of these digital assets by Read More
Four Important Questions About Probate
When facing the loss of a loved one, the last thing people want to do is take time to learn about the law. Unfortunately, those left behind oftentimes are faced with this reality. These four questions will help you understand where to find important information and help you focus on the issues at hand. What Country, State or County Did They Live in? Probate law is state specific so in most cases the primary residence Read More
Tax Season and Your Estate Plan
It’s time to dig out all of your receipts and pay stubs from last year—that’s right it’s tax season! While you are reviewing your finances, it’s also the perfect time to make sure your estate plan is up to date. If you have recently gotten married, had a child, acquired new assets, or experienced any major life event not only should that be reflected in your taxes but it should also be added to your estate plan. Read More
An Organized New Year in Six Steps
New Years is all about starting fresh and new. Along with getting in shape, getting organized tops the list of popular resolutions. The most successful people are the most organized people. Being organized leads to greater work efficiency and has been shown to even improve your health. The daunting task of organizing your life can seem a tad overwhelming. When given a large task, it is always best to break it down Read More
What the Holidays Mean to Me
What the Holidays Mean to Me In years past, holidays brought only the joy of the season and thoughts of time with family. Now as a business owner, the holidays remind me it is time to review this year’s accomplishments and begin planning for the new year. This December, I thought I would share both viewpoints with you. My husband and I have a blended family with six children. All six are married or in Read More
Long-Term Planning Starts Now
Most people know they need a long-term care plan but often times do not plan for it until something drastic happens. The best way to be prepared for your future is to begin planning now. Here are four ways to cover long-term care costs: 1. Life Insurance or Annuities One way to plan for long-term care is to purchase a life insurance policy or a Medicaid qualifying annuity. The policy holder pays a premium which Read More
The Future from Your Baby’s Perspective
Is your family growing? A new baby in the house is always exciting, and usually a little exhausting too! In between the many diapers to change and the late night feedings, take a few minutes to think about the future from your baby’s perspective. Do you have plans in place that will protect and provide for your child in any circumstance? Every growing family should have a complete set of estate planning documents in Read More
Back to School Pop Quiz for Parents
School is back in session which means your child will now spend their evenings practicing addition and subtraction, cramming for tests, and reading Cliff Notes. Wouldn't you like to take a trip down memory lane and join in on the studying fun? Here’s your next homework assignment. Answer these 4 important questions to ensure complete and accurate estate planning to protect your family. What Do You Own? It’s very Read More
Sending Kids Off to College Means Big Changes for Parents
It's that time of year when high school graduates are packing for college and getting ready to start an exciting new chapter in their lives. Many parents will also experience a new state of life - that of the Empty Nester. There are many changes when your kids move out: Your grocery bills go down, your house is cleaner and quieter and you have more time to spend with your spouse and friends. Another big change might Read More
How to Talk to Your Family About Future Plans
Summertime brings long hot days spent relaxing by a pool with a wonderful book in your hand. The kids are out of school and there’s a carefree attitude in the air. Many people plan vacations and attend family reunions to visit with people they haven’t seen in months. Seeing your family grow and change is exciting but it should also be a reminder to keep plans updated. Aging grandparents, parents, or aunts and uncles Read More
