It’s Easy to Avoid These Common Estate Planning Mistakes
It's easy to avoid these commonly made estate planning mistakes, take a look at our blog and contact Family Estate Planning Group for help.
Jul 19, 2019
Family Estate Planning Law Group
Making Sure Your Aging Parent Has the Correct Plan in Place
As parents age, there are certain legal & financial matters they must attend to. This includes Power of Attorney & Advance Health Care Directive.
Jul 17, 2019
Family Estate Planning Law Group
Save Time, Save Hassle, SAVeT™
Our office has begun to implement our SAVeT™ system. SAVeT™ stands for: Simplification, Alignment, Verification, and Tracking. More on our blog.
Jul 5, 2019
Family Estate Planning Law Group
Gen Xers Are the New Sandwich Generation
Members of Generation X, from late 30s to early 50s, are feeling the crunch of being responsible for their children and their parent’s needs.
Jun 28, 2019
Family Estate Planning Law Group
Can Someone Explain ‘Funding’ Please?
Asset alignment is a major part of our process, but why is it important? Learn more on the blog post from our talented estate planning attorneys.
Jun 21, 2019
Family Estate Planning Law Group
Before Saying Yes to Serving as a Power of Attorney, Read This
There are two tough parts of power of attorney: figuring out who should be asked to serve and deciding if you want to serve. Read more here.
Jun 19, 2019
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
