Clients Get a Year Subscription to DocuBank

Information is key in an emergency situation. Therefore, our firm is offering a year subscription of an amazing new service called DocuBank to help our clients navigate these stressful situations with confidence. We will upload your healthcare directives ...

Grantor Trusts 101

There are many different terms used in the context of estate planning and especially in the construction of trusts. When you hear the term grantor trust, you may be curious about whether or not this fits in with your estate plan and what it means. A grant ...

Leveraging Strategy for Big Wealth Transfers

More than $68 trillion will flow from baby boomers to their adult children or grandchildren. In an upcoming generational wealth transfer, this can often raise many important questions about what to do with your assets and how to effectively plan ahead. Ch ...

What Do You Know About Long-Term Care?

Lincoln Financial Group recently completed a study showing that only 16% of adults are familiar with the benefits and features of long-term care solutions. Long-term care refers to needs typically handled inside a nursing home or other health care facilit ...

Start Your Year-End Planning Now

You might be tempted to wait until the end of December to evaluate your current savings, investment, retirement and other financial strategies. But because you may want to adapt these before the New Year, now is the perfect time to assess and evaluate the ...

Communication Is Key for Creating Your Estate Plan

Many people know firsthand the frustration and confusion that can come when a loved one doesn't complete their estate plan. In many scenarios, this can involve family members looking for old copies of wills and disputes filed over which version of the wil ...