Updates, News and Reminders

Don’t set aside planning for what is important for you and your families security before the end of the year.

You are an identity theft risk forever. Chances are, you heard about the Equifax data breach. And the odds are even greater that you slipped into complacency about the issue. That is a big mistake. A Historical Breach of Financial Security The Equifax debacle has been called, “one of the most threatening financial data breaches … Continue reading The Equifax Hack: Why You Are at Risk for the Rest of Your Life

Simply put, you can be declared legally disabled if someone petitions the court with the allegation that you are not fully able to manage your person or estate.

Probate: What it is. Why you should avoid it. Probate is the process of administering the estate of someone who has died or becomes incapacitated. It exists because no one can legally sign your name, even your spouse. According to the AARP, over $2 billion dollars is spent in Probate-related expenses, an average of 2-7% … Continue reading The Truth About Probate and Why You Should Avoid It.

Public Wi-Fi may often be free, but it does not come without great risk. Over 50% of all adults have their personal information exposed to hackers every year.
One of the most common and serious threats to your personal and financial data occurs when you access free public Wi-Fi networks.

Here we are again. It is hard to believe how quickly time passes. Snow on the ground and another Holiday Season. Ask yourself two questions: Are we giving enough? Have you planned for when you are gone and protected your family with a Living Trust?