Broker Check

Generation X- Estate

Only 34% of Americans have a will. A will allows you to designate a guardian for your minor children, a process you definitely want to have control of. Otherwise, the court decides who will care for your children. Also, a will gives you the power to name an executor who will carry out the business of your estate. The law does not require that a will be drawn by a professional but we recommend you seek professional legal advice on estate planning matters. Contact us today for a list of our estate planning referrals.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.