Blog

04/21/2020
Est. Read Time: 6 Mins

A Map to Doing the Right Thing for the People You Love During the COVID-19 Pandemic

Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This goes not just for those of us in the “senior”...

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04/13/2020
Est. Read Time: 3 Mins

Are You Clear About How Your Parents Estate Plan Will Impact You?

Do your parents have an estate plan? Is it up to date? No matter how rich or poor you or your parents are, especially in the wake of the COVID-19 pandemic, you need to be...

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03/16/2020
Est. Read Time: 4 Mins

CORONAVIRUS: Impact to Your Wealth, Health and Happiness

While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore. While some are advocating we prepare to be quarantined, potentially for...

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03/02/2020
Est. Read Time: 3 Mins

False Security: Is Your Will Legally Valid?

A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead of the laws of...

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02/25/2020
Est. Read Time: 5 Mins

Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages

As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30 miles north of Los Angeles. Also killed in the tragic...

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02/11/2020
Est. Read Time: 3 Mins

The SECURE Act’s Impact On Estate and Retirement Planning

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it could have big implications for both your retirement and estate planning strategies—and not all of...

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