Is There a Reverse Mortgage in Your Future?
There have been some changes to reverse mortgages in recent years. It may be worthwhile to find out if this might be a financial tool for you.
Apr 17, 2017
Family Estate Planning Law Group
Protect Yourself and Your Money from Financial Errors in Later Years
There are some steps you can take now, just in case your financial savvy becomes less sharp as you age. Read more on our blog post.
Apr 12, 2017
Family Estate Planning Law Group
Don’t Bury Your Tax Returns: Use Them for Informed Financial Decisions
Most of us like to stash away our tax forms as soon as we file our taxes, but that’s a mistake. Your old returns can help you make better decisions!
Apr 10, 2017
Family Estate Planning Law Group
Your Checklist for 2017 Financials
As tax season comes to a close, follow these five steps to get your financial and legal house in order. Read on our blog post and call us for help.
Apr 7, 2017
Family Estate Planning Law Group
The Details Matter: When Estate Planning Goes Wrong
Despite the best of intentions, not completing the steps, like failing to rename accounts or change designations, can derail even the best estate plan.
Apr 5, 2017
Family Estate Planning Law Group
Less Well-Known Benefits of IRAs
Certain creditor protection aspects of IRAs have the potential to protect heirs from creditors, but there are some issues, so you’ll want to plan these out.
Apr 4, 2017
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. With personalized guidance and lifelong support, we make sure your estate plan evolves with you to reflect your values, protect your assets, and care for the people you love.
