by Sarah McCormick | Mar 8, 2019 | News
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include privacy, tax planning, avoiding probate, and caring for family members with special needs. A living trust also lets you dictate...
by Sarah McCormick | Feb 20, 2019 | News
While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete way to care for your family in the long run. This is because doing so will help prevent your surviving family members from scrambling...
by Sarah McCormick | Jan 16, 2019 | News
You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning” sounds like something you should do, but you are not exactly sure why. You may feel that you are not wealthy enough or old...
by Sarah McCormick | Dec 19, 2018 | News
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it accurately reflect your professional...
by Sarah McCormick | Dec 12, 2018 | News
2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is...
