Take a look at some of the most common misconceptions that are often heard by us, at The Estate Planning Group: Misconception #1: A Power of Attorney can be used after death. No. Upon a person’s ...
Read MoreMistake #1: Relying on the Law. If you do not set up an estate plan, upon your death your property will be distributed according to the laws of your last state of residence. Often, the law ...
Read MoreWith tax time just behind us, you may be thinking you did well by minimizing what you paid to Uncle Sam and your state in taxes, so more can go to your family. Every year ...
Read MoreWe are all busy, right? We have things to do, places to visit, and people to see. So, it is understandable why people do not often think about what would happen in an emergency, where something ...
Read MoreIf you have named children, family, or friends as a successor trustee of your family trust, they likely do not know what the job entails. Our office encourages talking with successor Trustees now to eliminate ...
Read MoreWe often receive phone calls inquiring about updating their will or trust. While undoubtedly important, these documents generally only address one event, namely what happens to your assets when you pass away. Equally important, but ...
Read MoreThe start of the New Year almost always brings with it new goals and resolutions. So, what is the best way to meet these goals head-on and successfully complete them? Oftentimes, the key is in ...
Read MoreWith Christmas fast approaching and the New Year practically upon us, discussions of goals and resolutions for the upcoming year frequently come up. Invariably, when legal life planning is discussed, many times a “We’ll do ...
Read MoreWe're here to answer your questions and help you begin your Life & Legacy planning journey. Reach out today for a complimentary consultation.
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