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Helping Your Clients Meet Old Resolutions in the New Year

As we begin a new year, there are several important needs your clients have related to estate planning that remain constant, regardless of the new year and the new laws. Often new clients come to me and say “I have been meaning to do this,” or “we’ve put this off for...

How Your License Plate Impacts Your Estate

As I was driving to work recently, I noticed a vehicle with a vanity license plate. The license plate clearly identified the owner of the vehicle as a doctor. While there certainly are different types of doctors, I would imagine that the average person presumes a...

The Benefits and Burdens of Beneficiary Designations

Benefit: Reduce or Eliminate the Time and Cost of Probate Adding or updating beneficiary designations is one of the easiest estate planning tools available. In an effort to reduce or eliminate the time and cost of probate, clients can add beneficiary designations to...