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Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family as an example. Meet the Kendricks Meet Bill and Karen Kendrick. They got their first…

With 2018 here, it’s time to start thinking about your new year’s resolutions. It doesn’t matter whether you have an estate plan or don’t, one important item to add to your list is getting an estate plan checkup. Don’t Have an Estate Plan? If you don’t already have an estate plan, then getting one in place…

Planning for the Unthinkable  How to prepare for when a loved one passes away No one can truly know what a new day may bring. How can you plan for something you aren’t sure will happen? Have you ever thought about what your family would do if you suddenly passed away or if someone in…

Top actions you can take to get your estate in order! ​ Leaving an organized estate to your survivors is one of the most thoughtful contributions you can give. By taking the time to invest in your estate plan, your loved ones will have peace of mind knowing that they are fulfilling your wishes. Eliminate the…

Prepare for Your Future with our Retirement Checklist Are you getting ready to retire? First of all, congratulations! You have worked very hard to get to this point in your life and you should spend your retirement years relaxed, traveling and diving into your hobbies. The last thing you want to do is worry about…

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