Advanced Estate Planning, Going Beyond the Basics

Too many people I meet have misconceptions that only those that are wealthy or retired need estate planning beyond just a simple will. This might be true for some, but in most cases, these thoughts are not valid. While basic estate planning involves creating a plan for what happens if you die, advanced estate planning goes beyond these basics in several ways: Asset Protection Planning - Reviewing your assets and Read More

Estate Planning for Young Couples with Children

One of the areas of estate planning I focus on is helping young families cover the basics when it comes to protecting their children and themselves in the event of an untimely death or disability.  All too often, I hear families who feel the only legal document they need is a simple will.  It would be nice if one document could solve all of our legal obligations, but in truth, it can be more complex and require other Read More