Focused on Your Future SET UP YOUR FREE CONSULTATION

Blog

Key Milestones for Planning Your Retirement

Key Milestones for Planning Your Retirement

Read More

10 Common Estate Planning Mistakes Your Family Can't Afford to Make - Part 2

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind.

Read More

10 Common Estate Planning Mistakes Your family Can't Afford to Make - Part 1

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it altogether until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind.

Read More

6 Common Mistakes Most Parents Make When Naming Guardians For Their Children

Have you made one of these 6 common mistakes that could leave your kids in care of someone you would never choose?

Read More

How Creating a Life & Legacy Plan with Me Creates and Preserves Your Family's Legacy

When you think about loved ones who passed away, you probably don’t think very much—or even at all—about the “things” they left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item evokes, not the thing itself.

Read More

3 Reasons Why Transferring Ownership of Your Home to Your Adult Child Is a Bad Idea

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it’s actually a huge mistake, which can lead to dire consequences for everyone involved.

Read More

How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk

If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long and short-term guardians for your kids. Guardians are the people legally named to care for your children in the event something happens to you.

Read More

Does Your Family Need Umbrella Insurance?

In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is especially true if you have substantial wealth, but even those with relatively few assets can find themselves in court facing a potentially devastating lawsuit.

Read More

Protect Your Children's Inheritance with a Lifetime Asset Protection Trust

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or squandered due to common life events, such as divorce, serious debt, devastating illness, and unfortunate accidents.

Read More

7 Last-Minute Moves to Save On Your Taxes for 2021

Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill right up until the filing deadline, which has been pushed back to Monday April 18th due to a holiday on April 15th.

Read More