NEWS & PUBLICATIONS

First, it’s important to know that estate planning is not just for the wealthy. Everyone has an estate. Even if you have a very modest estate—it could be as simple as a bank account—you still need a plan. You still need several very important documents to avoid the...

“BE PREPARED” The motto of the Boy Scouts of America, founded in 1910, is “Be Prepared”. Estate planners should adopt the same motto. Everyone needs a solid estate plan to “be prepared” for life’s certainties which always include death and often include disabilities. ...

Estate planning is like exercise. Everyone knows it’s a good idea, but most of us just can’t seem to get around to doing it! It’s much easier to procrastinate. The certainty that the only certainties in life are death and taxes has existed almost since time...