Make This Year’s New Year’s Resolutions More Likely to Succeed
Instead of tackling many resolutions, boost your chances for success by picking one area to focus on and making it your top priority.
Jan 30, 2017
Family Estate Planning Law Group
New Year’s Resolution #10: Plan for Long-Term Care
Planning now can help you ensure you qualify for the maximum amount of benefits and minimize the financial burden on loved ones.
Jan 27, 2017
Family Estate Planning Law Group
New Year’s Resolution #9: Plan for Incapacity
A power of attorney doesn't mean you're yielding control of your life. Instead, it will protect you should something unexpected occur.
Jan 25, 2017
Family Estate Planning Law Group
New Year’s Resolution #8: Avoid These 5 Estate Planning Blunders
It is said that the biggest mistake of all is to do nothing at all. That’s especially true when it comes to estate planning. A huge percentage of Americans have chosen to do nothing, but even those who create a plan should avoid these common gaffes.
Jan 23, 2017
Family Estate Planning Law Group
New Year’s Resolution #6: Verify Asset Alignment and Track Assets
The later steps of verifying that institutions have aligned assets correctly and keeping up with changes are going to ensure the plan works over time.
Jan 18, 2017
Family Estate Planning Law Group
New Year’s Resolution #5: Get Educated about Estate Planning
If you want to ensure your estate plan will take care of your family, it’s best to work with an estate planning attorney and communicate with heirs.
Jan 16, 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.
