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Lists You Need to Get Your Affairs in Order

Apr 2, 2025 | Video

https://youtu.be/2xtKATZETro
The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

Apr 1, 2025 | Insights

Many people believe that once they set up a revocable living trust and change the ownership of their accounts and property from themselves as individuals to their trust, those accounts and property are protected from lawsuits. This is not true. While trusts commonly...

Money Isn’t Everything in Estate Planning

Mar 26, 2025 | Video

https://youtu.be/ZBn9vt6tNso

Lessons from Warren Buffett’s Estate Plan: Generosity, Adaptability, and Transparency

Mar 19, 2025 | Video

https://youtu.be/sacF_WwEsXo
Important Legacy Questions You Should Answer in Your Estate Plan

Important Legacy Questions You Should Answer in Your Estate Plan

Mar 18, 2025 | Insights

When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom...
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