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Upcoming Seminars

How Refinancing a Property Can Affect Your Estate Plan

The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied environment with homeowners scrambling to refinance their home loans at these low interest rates. Even a few tenths of a percentage point of...

Married Couples Need an Estate Plan

Don’t assume your estate will automatically go to your spouse when you die. If you don’t have an estate plan, your spouse may have to share your estate with other family members. If you die without an estate plan, the state will decide where your assets go. Each state...

Is Your Financial Information in Order?

Preparing and organizing your financial information will bring peace of mind to you today and relieve your loved ones’ burden in the future. The goal is to make and maintain an accurate list of accounts and passwords and relevant contact names at financial...