• Estate Planning Basics: The Probate Process

    Losing a loved one is a difficult, emotional experience that can be complicated by decisions around what should be done with the deceased’s assets. It’s not uncommon for family members to disagree and argue over money and...

    • December 15, 2018
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  • Estate Planning Basics: Trusts

    What Is a Trust? A trust, also called a trust fund, is a legal arrangement between a grantor, a trustee, and a beneficiary. The grantor creates the trust and names to whom and when assets should be...

    • May 8, 2018
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  • Estate Planning: Annuities After Death

    A year after my father passes, my mother turned ninety and the details of finances became harder for her to manage, so it became my responsibility. While I am adept at taxes and personal finances, when it...

    • April 24, 2018
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  • Life Insurance for Active Military, Veterans and their Families

    Before any active military servicemember is called to duty, they are given an order of operations delineating the succession of command, directions for tasks and back-up instructions should something in the mission go wrong. Similarly, life insurance...

    • May 6, 2014
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  • Time is Money: The High Cost of Procrastinating on Life Insurance

    February is Time Management Month. All this focusing on how we spend our time has a way of bringing up thoughts on mortality and what would happen if I couldn’t be around to support my family. One...

    • February 3, 2014
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