Blog: Estate Planning & Admin

Many times people underestimate the amount of assets they own due to the underlying belief that significant assets are only owned by the wealthy. In reality, most individuals own a few different assets with the common ones being a home, cars, real property and bank accounts.

If you have started thinking about the management and disposition of your estate, you are likely wondering whether you need to create a will or a trust. 

After losing a loved one, there are a lot of logistics, legalities, and transactions to consider. Even if the deceased left behind a detailed will or made a host of arrangements in advance, settling their estate can be challenging. Thankfully, you don’t have to do it alone.

If you’ve decided to start estate planning, you’re probably the kind of person who likes to prepare for all eventualities. And as long as that’s the case, you’re going to want to create both a living will and a last…

If you have any minor children, it’s wise to name a guardian in your estate plan. Should something happen to both you and your spouse, the guardian will step in and take care of your kids until they reach adulthood. Because the…

Our office received notice of the Federal Emergency Management Agency’s program to reimburse for COVID-19 Funeral charges and we wanted to insure others are aware of this program. For more information, click on the following…

Life can be unpredictable, so it’s wise to create a comprehensive estate plan — even if you’re relatively young and healthy. This will ensure your loved ones are protected if anything happens to you, and it can prevent a considerable…