Meeting Sam and Julie I was introduced to Sam and Julie by a mutual friend, John (all names have been changed). Sam and Julie wanted to protect what matters most to them, their children. So, we sat down to discuss their plan and how I could help. We went over their family dynamics, their financial […]
beneficiary designation
Estate Planning Considerations – WHO?
During the process of setting up your will or trust you are going to be asked to make some very important decisions regarding your future plans. Below are some of the most important roles we ask our clients to nominate another person for and a brief description of each. Who, in your life, would you […]
The Importance of Funding
There are many ways to craft an estate plan for an individual or family. The basic building blocks consist of powers of attorney, healthcare directives, guardianship planning, and will(s) and/or trust(s) to direct where your stuff goes when you pass. Which tools should be used in a specific case really comes down to the customers […]