Are Lawyers Always Needed?
Today’s question is: “Do I Always Need A Lawyer?” The answer is, “Well, it depends!” There are circumstances where you will definitely need a [...]
Protecting Your Rental Properties
Let’s talk about protecting your rental properties! Today’s real estate market is sizzling hot, and many of us are finding opportunities to invest in [...]
Having Difficult Family Conversations – Estate Planning for Baby Boomers
Are you a Baby Boomer? Then you’re born in the post-WWII era of 1946-1964. By 2030, all U.S. baby boomers will be aged 65 [...]
Why Should You Have a Trust?
Here is the third video in a series of topics around Estate Planning and Living Trusts from our CEO Warner Lewis III. Why would [...]
Buying a Home? You Need to Consider This!
Here is the second video in a series of Life Planning topics around Estate Planning, Wills, Trusts and POAs from our CEO Warner Lewis [...]
You’re Receiving an Inheritance – Now What?
Receiving an inheritance can be a combination of a blessing and a curse, depending on how your loved one planned for their passing. If [...]