Videos Enhance Planning Education
I hope everyone is having a fantastic Summer! While Kathy and I have managed to get to a few nice locations to enjoy the good weather and places reopening, I have also managed to [...]
Choosing an Age of Inheritance
[Please note that this is a frequent “reprint” article for our office. We intentionally re-release this important information at least once a year to our clients through the newsletter because the issue tends to [...]
Four Keys to Special Needs Estate Planning
Estate planning for a special needs beneficiary can be complex and yet simple at the same time. It’s complex because there is a cacophony of information, misinformation, and half-truths out there, and it can [...]
Outer Banks Trip Inspires Video Content
Sometimes a change of scenery is all it takes to inspire some good video content. And, boy, was a trip to North Carolina’s Outer Banks worth it. Kathy and I were able to spend [...]
The Importance of Trust Funding For Your Estate
[Please note that this is a frequent “reprint” article for our office. We intentionally re-release this important information every six months to our clients through the newsletter and blog to emphasize how critical asset [...]
Is the Government Your Main Beneficiary?
The two biggest assets most people have are their home and retirement accounts. Unfortunately, this often means that poor (or no) estate and financial planning can lead to the government being your main beneficiary, [...]