Reports

Many people think of estate planning as a life event. You spend some time with your estate planning attorney and talk about your goals, plans,....

Find out the most common reasons why it is important to do estate planning such as avoiding probate, protecting your assets and designating someone who....

One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That's....

Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and....

Our firm has found that looking after these financial assets is only a part of planning for passing on your legacy. Typically speaking, non-financial assets....

Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who....

Traditional Estate Planning can certainly address legal technicalities and basic financial concerns, but most people want to pass on much more than just financial assets.....

This report informs the reader of what FDIC actually is and explains the basic coverage FDIC offers. ....

Joint tenancy ownership of property is sometimes used as a substitute for an effective estate plan. Is this a good idea? Read this article to....

There is so much conflicting information regarding estate planning options, it’s difficult to know whom to trust. Don't be fooled by the most common myths....