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

Latest Blog Posts

5 Common Estate Planning Mistakes to Avoid

Posted on: December 24th, 2012
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act. So, here are five common estate planning mistakes to avoid....

Estate Planning for Women

Posted on: December 17th, 2012
While estate planning is important for everyone, women especially need to understand estate planning and have a plan of their own in place....

Estate Planning for Young Families

Posted on: December 10th, 2012
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family is young, planning for the possibility is prudent and responsible. Also, estate planning does not have to be expensive; a young family can start with the essential legal documents and term life insurance, then update and upgrade as their financial situation improves. A good estate plan for a young family will include the following:...

10 Things to do before December 31st

Posted on: November 30th, 2012
There is just a little while left to do some good planning before the year runs out. ...

Estate Planning After Divorce

Posted on: June 28th, 2012
One area that is often overlooked in the divorce process is the need to update estate planning. Most people would agree that their ex-spouse is the last person they want to inherit their assets when they die'or to have that person make life and death decisions for them. But that is exactly what can happen, and often does, when these documents are not updated....

Paying for College

Posted on: April 20th, 2012
Given the continual increases to college education, the 529 plan may be a helpful tool for paying for college....
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