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...

Fall Cleanup Checklist

Fall is a time of transition. Depending on where you live and your family’s traditions, the shorter days and cooler temps of autumn could signal that it is time to ditch the short sleeves in favor of long sleeves, pack away the bicycles and tune up the ski equipment,...

Your Estate Planning Football Roster

Your Estate Planning Team Roster Imagined as a Football Squad November is an exciting time in the world of sports. Baseball is fresh off the World Series, the NBA and NHL seasons are starting to hit their stride, and the NFL is at the halfway point as the annual...

Transferring Your Season Tickets

What You Need to Know About Transferring Your Season Tickets In many parts of the United States, football is more than a sport—it is a way of life and a passion that we often share across generations. While a fan might pass down their love for an NFL or college...