"But in this world nothing can be said to be certain, except death and taxes."
- Benjamin Franklin

Latest Blog Posts

3 Ways to Minimize Estate Planning Fees

Posted on: September 5th, 2014
Today, it is impossible to put together even a simple estate plan without the assistance of an experienced estate planning attorney. Why? Because estate planning laws vary greatly from state to state and these laws are extremely convoluted and constantly changing. ...

Life Insurance: How Much and What Kind?

Posted on: August 27th, 2014
Life insurance can be an affordable way to provide for our children, spouse, a sibling, aging parents and others if we should die while they are depending on us. Life insurance proceeds can provide extra income to help pay ongoing household bills and child care; pay off a mortgage, credit cards and other debt; pay for college; and pay funeral costs and other final expenses. (Life insurance also plays a vital role in business succession planning and it has numerous applications in estate planning.)...

Naming a Guardian for Your Minor Child(ren)

Posted on: August 18th, 2014
Parents with minor children need to name someone to raise them (a guardian) in the event both parents should die before the child becomes an adult. While the likelihood of that actually happening is slim, the consequences of not naming a guardian are great....

How to Choose a Trustee

Posted on: August 11th, 2014
When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs--collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records and generally keep things organized and in good order....

The Many Needs for Life Insurance in Our Lives

Posted on: February 25th, 2013
The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play an important role in business, estate planning and charitable giving....

Family Values and History Are Still the Best Inheritance

Posted on: February 18th, 2013
According to a recent study, family values, traditions and history still mean more than money as an inheritance....
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