Tag Archives: estate plan

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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Online Estate Planning? Things to Think About

Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction.

While some may prefer to use low-cost websites or software because they are more concerned about price than value, think about what they won't be getting. Can LegalZoom or other online providers:
  • Look you in the eye or shake your hand?
  • ...
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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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What If No One Wants My Belongings?

A critical question to ask yourself when creating an estate plan is who will get your personal belongings when you pass on?

While most people think about who they would like to receive the major items—homes, retirement accounts, savings—personal property such as jewelry, clothing, sports equipment, vehicles, and other possessions are often overlooked. The truth is...
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