Red label with 'mistake' written on it

Simple Mistakes to Avoid in Estate Planning

Preparing an estate plan, is like getting a physical. We know responsible adults have it done but choosing to do it yourself is just not appealing. We may decide with the information available on the internet, we simply can self-diagnose any problems that arise.

Read More »
typewriter with old paper

Why Wills Need to be Updated

Your will may be the most important document you’ll ever write. The problem is, after many of us draft one, we put it somewhere for safekeeping and don’t look at it again. That can be a big mistake.

Read More »
woman riding big swing sitting over waterfall

How Does an Irrevocable Trust Work?

An irrevocable life insurance trust (ILIT) can provide peace of mind, as you start your estate planning process. If you have a sizable estate or young beneficiaries, an ILIT can provide control over a life insurance policy that a last will and testament may not.

Read More »

Categories
Recent Posts