New Year’s Eve Trivia

Americans are known for their “work hard, play hard” mindset. On average, we work 1,789 hours per year.[1] However, even with our play-hard mentality, many of us do not stay up to see the ball drop on New Year’s Eve.[2] Less than one-third of Americans plan to either...

Make Your Estate Planning List and Check It Twice

It Is Time to Make Your Estate Planning List and Check It Twice “He’s making a list. He’s checking it twice. He’s going to find out who’s naughty and nice . . . .”[1] The estate planning process can sometimes be similar to Santa’s process. You decide who should...

Wills vs. Trusts

Wills vs. Trusts: A Quick & Simple Reference Guide Confused about the differences between a will and a trust?  If so, you are not alone. While it is always wise to contact experts like us, it is also important to understand the basics. Here is a quick and simple...