Estate Planning in Your 20s and 30s

Author: Sara Bailey (https://thewidow.net/) Preparing for retirement and undertaking estate planning are crucial and have profound effects on your later quality of life and on your children, if you have any. Deciding how to distribute your assets once your life has concluded empowers you to control your legacy and benefit your loved ones. Many people…

How do I create an Estate Plan?

Many potential clients, acquaintances and friends (sometimes fearfully) ask me how do they create an estate plan? Like many things, the unknown is most times the scariest part of undertaking a large project like an Estate Plan.  The most important part of what I do is take the burden off of their shoulders and create…

Is there a new addition to your family?

Ahhh, that fresh newborn baby smell. There’s nothing like it in the whole world. It makes you forget the sleepless nights, the thousandth diaper you’ve changed today, the crying that rattled your heart as you attempted to inhale that plate of food you called “lunch.” In the midst of caring for your newborn or young…

Do you need to update your Will?

If you have completed your estate plan: GREAT JOB!!! You’re one step ahead of the curb.  But creating a great plan isn’t where it ends. Just like you go each year for a checkup with your doctor, you should revisit the plan you created and make sure it still applies to your current lifestyle, family…

Is your child gifted?

So, the title of this blog post is probably pretty misleading since what I’m about to tell you is not impacted in the slightest by your child’s ability to perform calculus equations in his or her head.  However, it was inspired by a new movie released in theaters on April 7, 2017 called “Gifted” staring…