by Sarah McCormick | Sep 24, 2021 | News
Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can benefit from such plans. Along with comprehensive estate and financial plans comes a team...
by Sarah McCormick | May 19, 2021 | News
We thank you, teachers, for your time and dedication to teaching the future generation. You provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make sure you have the foundational estate planning documents to ensure...
by Sarah McCormick | Oct 23, 2020 | News
Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real estate you own. Below, we take a look at the different types of real...
by Sarah McCormick | Oct 20, 2020 | News
Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing...
by Sarah McCormick | May 18, 2020 | News
Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our doctors, nurses or frontline healthcare workers. You work tirelessly caring for others and may not have a lot of free time to work on your estate planning. If you...
