Tag Archives: DLG

Four Ways to Set Yourself Up for Success In Your New Job

Congratulations on your new job!

Getting a job begins a major chapter in your life. As you navigate this new territory, we are here to help ensure a prosperous transition. To protect the future you are creating, you need proper financial and estate planning.

As you move through this new phase of your life, there are several...

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Ways to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons)

Owning real estate continues to be a very popular investment vehicle for individuals and couples alike.

One attractive feature of investing in real estate is that investment property can also double as a personal residence. In other cases, real estate investments may be rental, recreational, commercial, or farm properties. Whatever the case, it is important to...
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My Loved One Has Died: As Their Heir or Beneficiary, Do I Need an Attorney?

You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive a notice from the attorney handling Aunt Melba's affairs stating that you are a beneficiary. Your best friend advises you to get an attorney. What should you do? Will Aunt Melba's attorney help...

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Can I Make Estate Plans Without My Spouse?

The American family has changed quite a bit over the last few decades, and assumptions that a couple will share bank accounts, tax obligations or even last names can be thrown out the window.

Nowadays, there are plenty of options for couples to keep finances, identities and future plans separate. But what about when it comes...
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