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When it Comes to Estate Planning, How Do You Protect Your Assets?

September 21, 2023

According to several studies, the number one way people think their “financial ship” will come in is by winning the lottery. The number two way is through a lawsuit. So the next time you see someon…

The Vital Importance of Updating Your Estate Plan Upon Relocating to a New State

September 14, 2023

Are you one of the many in today’s American society who have become more mobile than ever before? Was your desire to move driven by the need for better job opportunities, warmer weather, lower taxe…

Reasons Why a Will May Not Be Enough to Protect Your Business

September 7, 2023

Are you a successful entrepreneur and/or business owner? We know that you have invested substantial time, effort, and resources into building your business. We also know that you want to ensure tha…

Learning More About Insurance and The Protective Role it Plays in Your Estate

August 30, 2023

We constantly endeavor to reframe the estate planning conversation with life and empowerment at the center of a precipice estate plan configuration. We do not want to focus on probate and incapacit…

Why a Four Corners Estate Plan Meets Your Needs as Well as Those of your Family

August 23, 2023

It’s unfortunate that the language of estate planning is so weighed down by death. There’s the death tax, death planning, deceased parties…and if our own human mortality wasn’t heavy enough, how ab…

Preserving Your Retirement Accounts: 3 Compelling Reasons to Avoid Probate

August 18, 2023

Have you been thinking about creating an estate plan because of your family, your legacy and your desire to preserve your assets, including your retirement accounts? For most adults, the first step…

Secure Your Legacy on the Go: A Traveler’s Estate Planning Checklist for Summer Excursions

August 11, 2023

Are you planning some wonderful summer excursions this summer? Will you be visiting family and friends? Or enjoying the great outdoors? Will you just stay local? Or travel to another state or out…

Learning More About Insurance and The Protective Role it Plays in Your Estate Plan

We constantly endeavor to reframe the estate planning conversation with life and empowerment at the center of a precipice estate plan configuration. We do not want to focus on probate and incapacit…

Why a Four Corners Estate Plan Meets Your Needs as Well as Those of Your Family

It’s unfortunate that the language of estate planning is so weighed down by death. There’s the death tax, death planning, deceased parties…and if our own human mortality wasn’t heavy enough, how ab…

When You Only Have a Last Will and Testament You May Find Yourself in Probate

Were you aware of the research that reports that less than half of all Americans have an estate plan in place today? When we meet with our clients in Florida and Indiana, we know that estate planni…

Is There Real Concern That Older Estate Plans May Not Work?

When was the last time you read and reviewed your estate plan? In fact, when was it created? Has it ever been updated? Are you certain that all the planning tools your estate plan should include ar…

When Should You Start Estate Planning?

Were you aware that a critical tool for each adult to have is an estate plan? When you begin estate planning you will need to think about what you want for yourself, your loved ones, your business,…

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