Feb 28, 2015 | Estate Planning
Death is a costly business. Aside from funeral expenses, legal fees can take a big chunk out of how much is left for your loved ones after you’re gone. But it doesn’t have to be this way. Careful planning can minimize the legal fees your loved ones will pay after...
Jan 3, 2015 | Estate Planning
New Year’s Planning Tip #2 – Check Your Beneficiary Designations Now that the chaos of the holiday season is behind us, it’s a great time to make a New Year’s resolution to update your estate plan. One area of planning that many people overlook is their...
Dec 12, 2013 | Estate Planning
The Truth About Personal Risk Management Part 2: Using Trusts in Estate Planning Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on vacation and receive medical treatment for an injury...
Dec 11, 2013 | Estate Planning
Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle those risks. Insurance plays a big part in managing risk. Most people don’t like paying insurance premiums, but when something happens and the insurance...
