Updates, News and Reminders

There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.

The Fall Season is traditionally when clients finally take care of their Living Trust and estate plan. There isn’t anyone who hasn’t thought of taking care of this critical business. But there always seems to be something more important to do. Hopefully, this update gives you some valuable information and an incentive.

A standard umbrella policy covers all vehicles on your policy and your home for injuries caused to guests or visitors on your property. An umbrella policy can also cover libel or slander claims (posting a bad review or social media comment,) malicious prosecution, and overseas travels. The policy limits begin at $1,000,000,00 and average only $230 per year.

Asset protection is more important than ever before. Today, you have risks at every turn. Lawsuits, high cost of long-term care, auto and home accidents, or years of Probate. All too often, we settle and fail to consider the importance of comprehensive protection. In other cases, all we need is the best legal document to … Continue reading Are Your Assets Protected?

We are all guilty of putting something off to a later date. And if there is one thing that is very high on that list, it is taking care of our estate planning. Often, we don’t want to think about our death and most of our lives; we don’t consider our mortality. But none of … Continue reading 6 Estate Planning Myths

A beneficiary is easy to name on a life insurance policy, deferred compensation account, or estate plan. However, those beneficiaries are often outdated, or through no fault of your own, they carry significant risk. Outdated Beneficiary Designations Having beneficiary names listed on policies and accounts that are no longer current to your wishes is more … Continue reading Beneficiary: It’s Time to Update Yours

Pets are Family We can all admit it. Our pets are part of our family. And they’ve earned it. What will happen to your pets when you are gone? It can be hard enough to face the reality that our time is limited, but our pets might very well outlive us.  Certainly, you should prepare … Continue reading Pets Should Not Be Overlooked in Your Living Trust

There are certain times of the year and certain times in your life when you should take a step back and organize. Under ordinary circumstances, fall is one of those times.

Death can preoccupy us during the COVID-19 crisis. There can be some good in that if we finally take care of our estate plan. Having a current estate plan makes all the difference for our family when the time comes. And when we do what is necessary, we can get on with the business of … Continue reading Steps to Take After the Death of a Family Member

There is good that comes from every challenging situation. Often, we have to let go of our resistance and take advantage of new opportunities. Most noteworthy, Zoom meetings are one of those opportunities.