Estate Plan Special – May 2017

Estate Plan Special – May 2017

Do a full estate plan,* get 15% off if at least one other adult family member of same or next generation (e.g., sister, brother, son, daughter etc.) also does an estate plan.** Other family members can also get an estate plan within 60 days for 10% off.*** *$500 value...

Probate – Things Left Undone

Probate.  It has a really bad reputation.  You’re supposed to avoid it at all costs, right?  Not necessarily.  You always need a wise estate plan, but if your only concern is avoiding probate, you may end up with a plan that really is not the best one for you. So what...

Disability – Long Term Problems

We don’t like to think about ourselves or our loved ones becoming disabled.  However, it is becoming increasingly likely that disability will directly touch our lives.  A good estate plan helps to prepare for disability.  It can maximize the value of your money spent...

Wills – The State’s Plan or Yours?

We tend to think that preparing a Will is like preparing to die, and therefore we put it off.  Or we think it is just about the “stuff” we own and figure it isn’t worth enough to justify the time and expense of an estate plan.  Many think that estate planning is...