Asset Protection – What You Need to Know About Protecting Your Assets
Protecting your assets is important because it serves as a barrier between an individual and their creditors if someone is being sued or is going
November 26, 2021
How Much Should a Good Trust Cost Me?
When people ask this question, the most common assumption is… LOTS of money! But the truth is, what you spend for an estate plan will
September 30, 2021
All I Want is to Have Some Peace of Mind For Me and My Family
Today’s Life Planning Q & A topic is Peace of Mind. We all want peace of mind in our lives, right? Have you ever gotten
September 7, 2021
Estate Planning for Children with Special Needs
In today’s Life Planning Q&A, we’re going to talk about planning for children and adults with special needs. The classic definition of a ‘special needs
August 19, 2021
What You Can Do To Keep Your Kids Fighting Over Your Money
This week, let’s look at what can go wrong when a family comes together to settle the estate of a loved one. Sometimes, beneficiaries feel
August 11, 2021
Financial Planning for the Sandwich Generation
Many are familiar with the term ‘sandwich generation’ but aren’t really sure what it means. The Sandwich Generation describes middle-aged adults who have aging parents
July 29, 2021
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 lawyer.
July 19, 2021
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 real
July 7, 2021
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 or
June 30, 2021
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 you
June 16, 2021
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