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Take Control of Your Legacy

Prepare Yourself and Your Loved Ones For When The Unexpected Happens

Estate Planning | Trust Administration | Probate

Recent Estate Planning Articles

How To Incorporate Retirement Accounts Into Your Estate Plan
Retirement accounts are often very misunderstood. Dealing with how to incorporate them in your estate plan can seem very difficult.[...]
What Is Estate Planning?
Most people think of Estate Planning solely as an end of life tool. That is an essential part of Estate[...]
How To Leave Money To Minors
As parents we all worry in the back of our heads about our children being cared for after we are[...]

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Estate Planning | Trust Administration | Probate

Estate Planning Is Important For Many Reasons!
Such As - Incapacity Planning

Incapacity Planning

Your Estate Plan should protect you while you are alive but unable to manage your daily obligations. In the event that you become incapacitated - are you sure that there is a way for someone to care for your children, pets, finances, etc.? A little preplanning will go a long way to making sure there is someone (or more than one person) to step in and handle everything for you.

Protecting Your Children

Have a plan in place for the care of your children is something were to happen to you. Does the babysitter know who to call? Have you appointed temporary and permanent guardians? Will you leave behind the resources necessary to care for your children?

Inheritance Protection

Most inheritances are spent within one to two years. Inheritances are also a prime target for unscrupulous people. Rather than leaving inheritances as a lump sum, there are a number of ways to leave and inheritance to ensure it's used for good...and not lost to extravagance, creditors, exes, or preditors.

Learn the 4 Essential Steps to Protect Your Children!