You Have a Will – Is That Enough?

Roughly half of all Americans don’t have a will, so if you’ve already taken this vital step to protect your assets and successors then congratulations are in order – you’re already ahead of the curve. While a will is a necessary document that every person who...

Have You Done a Check-Up of Your Estate Plan Lately?

Estate Plan Deficiencies Check-Up Question Yes/No 1.  Do you have a will or a trust in place? Without these documents, you will have no control over what happens to your assets upon your death. State laws will make these decisions for you and may not be what you...