Congratulations! After signing your new estate plan, you might be wondering what is next.

  •  6/15/2021 04:37 PM

Do you want loved ones to have to go to probate court? Learn how estate planning and asset management can help.

  •  6/3/2021 04:47 PM

When your child comes of age, so does their legal standing in the eyes of the law. Learn what you need to do and change with your estate planning.

  •  5/14/2021 12:26 PM

Even thinking about estate planning can bring up hard emotions. Learn how to get through that block to what matters.

  •  4/30/2021 01:25 PM

From babysitters to emergency guardianship, how do you look after your minor children when you're not around?

  •  4/16/2021 02:03 PM

It's time to answer your "what if" questions and get a plan together for you and your family.

  •  4/2/2021 03:19 PM

Who would be there for your children if you weren't? Let's explore the two forms of guardianship.

  •  3/24/2021 03:19 PM

Estate taxes can significantly impact your legacy and should be planned for carefully with your attorney.

  •  2/1/2021 03:47 PM

We were invited to take part in a webinar by the ARIES Foundation for Financial literacy as part of their "Thirsty for Knowledge Thursday" series.

  •  1/8/2021 03:16 PM

Catch us on the Financially Mindful Podcast to discuss estate planning for families with minors.

  •  12/11/2020 09:25 AM

There are three critical documents that everyone must have to prepare for a health crisis.

  •  7/6/2020 03:30 PM

Our first ever video blog discusses the importance of legally appointing short term guardians for minor children.

  •  6/8/2020 12:34 PM