Insights

Do you need an estate plan? If something happened to you tomorrow, who would raise your kids? Who would manage their money? These are questions most parents do not want to think about. But here is the truth: if you do not...

Do you know why a Power of Attorney is a critical part of an estate plan? Imagine this: your father suddenly suffers a stroke and is unable to communicate. You rush to the hospital, ready to make medical decisions on his...

Imagine protecting your family’s legacy, lowering your estate taxes, and shielding your assets from lawsuits—all with one smart move. Sounds too good to be true? It’s not. It’s called a Family Limited Partnership...

When it comes to planning your estate, it’s easy to overlook the impact that bank account beneficiary designations can have. These designations—and the structure of your accounts—can play a crucial role in making sure...

Estate planning mistakes can be costly for you and your loved ones. Did you know that over 50% of Americans do not have a will or an estate plan? That is a huge mistake that could leave your loved ones facing unnecessary...