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Blog Posts in May, 2022

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  • Your Estate Plan Isn’t a Crockpot: You Can’t Just Set It and Forget It
    Your Estate Plan Isn’t a Crockpot: You Can’t Just Set It and Forget It

    Some of the most common life events can dramatically impact your estate plan. This includes the birth of a child, the birth of a grandchild, the death of a family member, purchasing a home, marriage, ...

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  • Preventing Financial Exploitation of the Elderly
    Preventing Financial Exploitation of the Elderly

    With more people living into their eighties and nineties, elder abuse is becoming increasingly common. Have you seen the 2020 Netflix movie I Care a Lot about the manipulative legal guardian who ...

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  • 7 Ways to Leave Behind a Legacy (Without a Lot of Money)
    7 Ways to Leave Behind a Legacy (Without a Lot of Money)

    What do you picture when you hear the word “inheritance”? Do you imagine a mansion on a hill, a Mercedes Benz, or maybe a pile of cash sitting in a bank vault? The truth is, you don’t need a lot of ...

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