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Tips for Making a Last Will and Testament

December 28, 2020

A last will and testament is one of the essential parts of your estate plan and it is a document that every adult should implement. Luckily, it is not difficult to put a will in place to protect yourself and your loved ones in the event of your death.

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What is the Best Way to Donate to Charity?

November 30, 2020

Charitable organizations are always in need of donations, and the global pandemic has made the need more urgent. Now is a good time to give to help support those who are less fortunate. Here are some tips for making the best possible charitable contribution.

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What is a Living Will and Do I Need One?

November 20, 2020

A living will goes by several names including an advance directive, medical directive, and declaration to physicians. It is a legal document that gives directions to doctors regarding critical medical decisions if you are unable to do so due to incapacitation.

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Last Will and Testament FAQ

November 13, 2020

A last will and testament is a necessary legal document that every adult over the age of 18 should have in place. Here are answers to some of the common questions that people have about wills.

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Keeping the Golden Years Golden: Benefits Planning

October 23, 2020

Learn more about Medicaid eligibility and recovery rules during this 60 minute video, including examples and Q&A.

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Keeping the Golden Years Golden: Guardianship

October 16, 2020

During this 60 minute recording, learn more about guardianship, including an overview of what a guardianship is, types of guardianship, the process of appointing a guardian, frequently asked questions, and more.

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Keeping the Golden Years Golden: Estate Planning

October 9, 2020

Learn more about basic estate planning in this 60 minute video, including why it’s important to complete an estate plan, basics of a last will and testament, durable financial power of attorney, and health care power of attorney.

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Probate FAQ

October 2, 2020

Wondering whether you can avoid probate? Want to learn more about the probate process? Learn the answers to frequently asked probate questions here.

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Can You Avoid Probate?

April 28, 2020

Everyone should have an estate plan in place to provide instructions and direction for your loved ones following your death. The best thing you can do now is prepare for how your estate will be handled following your death. A comprehensive estate plan will give you peace of mind that your loved ones will know […]

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How can I Appoint a Guardian for My Children if I Die?

April 10, 2020

Nobody likes to think about their own mortality, but we all know that death is inevitable. Parents especially need to be concerned about what will happen to their children if they were to suffer an untimely death. While you may make requests for how to handle your assets and belongings with a will, you must […]

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