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Estate Planning for Women

Estate planning is important for all of us.  However, the days of women relying solely on men to be the breadwinner and make all the decisions is increasingly over.  It is important, then, for women to understand estate planning, its implications, and have a plan of...

Young Adults Need Estate Planning, Too

Before a child turns 18, their parents have a legal right to make decisions for them or access some information about them.  However, once that child turns 18, parents lose that right.  After a minor becomes an adult, no one can automatically step in and take care of...

Incorporating Faith and Values in Estate Planning

For many parents, their primary goal in estate planning is not to pass down their wealth, but to continue to teach their ethics, morals, worldview, and even religious beliefs to their children.  A good and comprehensive estate plan can provide you with that exact...

Why Your Minor Children Need a Named Guardian

Our children are the most important part of our lives.  We put so much effort into raising them and instilling the values and morals that are important to us and that will help them be successful in life.  Our children are so dependent upon us as parents.  Even though...

Six Stages of Life When You Need Life Insurance

There are generally three prime reasons why a person gets life insurance: 1) pay final expenses (burial and funeral, medical expenses, etc.); 2) provide retirement income for themselves; and 3) pass on wealth to loved ones after they pass away.  Additionally, life...

Estate Planning Today Must Include Digital Assets and Social Media

Not too far in the past, all our financial and tax records were only on paper.  Many of you reading this blog remember that era well.  But with the rise of computers, the internet, Facebook, and the “cloud,” we now have many assets that are digital.  We...