How to Prevent Identify Theft Damage with a Credit Freeze
Learn More
Identity theft is something everyone wants to avoid. The problem is, there is no way to prevent it with 100% certainty. Our confidential information rests within computer databases that are all subject to crafty computer hackers.
3 Reasons Why I am Updating My Will Today!
Learn More
Like many people, I had been putting off creating my will. I was 33 years old, I had young children and had no will. I was 10 years into a career as a financial advisor, yet I had not taken the time to act on my own advice to have a will done.
4 Ways to Place a Burden on Those You Name in Your Will*
Learn More
October 13, 2018
I remember sitting down with our attorney when my wife and I put together our first will. We had small children and the attorney asked, "Who do you want to name as Guardians for your Children?"
3 Assets Your Will Does Not Control
Learn More
September 29, 2018 ~ You know you need a will, right? Most people, whether they have a will or not, know the importance of having a will.
4 Reasons You Should Have A Trust*
Learn More
September 14, 2018 ~ We've all heard about trusts, yet they remain the black box of the financial planning world. Ask any financial planner, "Do I need a trust?" and you will never, ever, ever get a short answer....ever.
3 Reasons Updating Your Will is Easier Than You Might Think
Learn More
September 1, 2018 ~ Early in my financial services career, I received some training on the best methods for selling life insurance. With bold enthusiasm the instructor declared at the start of the training: "No one wakes up in the morning and says to themselves, 'Today I need to buy life insurance!'"
5 Reasons to Read Your Will to Your Children.
Learn More
August 4, 2018 ~ Right now consider this question: Where is your will?
Seven Estate Planning Documents Everyone Needs*
Learn More
July 21, 2018 ~ This is the main document for your estate. In your will you describe how you would like your estate to pass to the people you name as your heirs.
5 Common Mistakes People Make When Planning Their Estate
Learn More
July 7, 2018 ~ Please find below 5 of the most common mistakes I have witnessed in guiding individuals and families through planning their estate.