Estate Planning – A Process, Not an Event

Estate Planning – A Process, Not an Event You have signed all of your estate planning documents and, if your plan includes trusts, completed their funding. You sit back, relax, and enjoy the peace of mind that comes with completing that task. But don’t bask in that feeling for too long—estate planning is an ongoing […]

Caution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences

Caution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences One common way to avoid probate of real estate after the owner dies is to hold the title to the property in joint names with rights of survivorship with children or other beneficiaries. This is accomplished by adding the names of the […]

Take Control of Worry

Take Control of Worry What worries you about your finance? Are you worried that you are making financial mistakes that will affect your future? Do you worry about losing your job, unexpected emergencies, running out of money, paying taxes or paying for college for your children? Financial stress can have a negative impact on your […]