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Wealthy are Suffering without Estate Planning
In a recent story & survey by CNBC, it has been shown that more then 1/3 of high net worth families do not have an estate plan set up. They have surely not taken the basic steps needed in the case that someone dies, to protect and provide for their loved ones. The…

What is a Healthcare Proxy?
A proper estate plan does not just include a will but also includes a healthcare proxy and a durable power of attorney. The healthcare proxy and durable power of attorney are documents that can be used in the event of your incapacity. A healthcare proxy is a legal instrument that…

Why Do-It-Yourself Estate Planning is a Terrible Idea
Many people do not want to spend their money to have proper estate planning done. They think that they can just do it themselves with a website like Legal Zoom or Rocket Lawyer. This is like requiring surgery and attempting to do it yourself. Here are the top 5 reasons…

5 Reasons YOU Should Have an Estate Plan
Many people procrastinate about creating an Estate Plan. Here are the Top 5 reasons why you should create an estate plan now 1. Minor Children- In the event of a catastrophic accident making sure that your children are cared for in the event of you and your partners death is absolutely necessary.…

Pet Trusts – Providing for your pet upon your passing
She wakes up next to you every morning, cuddles with you on the couch when you are having a bad day, and is the first to give you a kiss when you get home from work. I’m talking about Roxy, your golden retriever. You think of Roxy as family and…