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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…

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…

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…

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…

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…

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…

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…

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…

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…

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,…

Are you thinking about remarrying?  As you look back at your life does it cause you to reflect on the marriages, births, divorces, deaths, and separations that you have experienced? All of these ar…

You know packing and transporting an entire life’s worth of possessions to another state, such as Florida, is no small task. This is especially true if it involves large collections or valuable ite…