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Your close-knit family relationships…not enough

Last week I told you that DIY estate plans are not such a great idea. Since they don’t take your family dynamics into consideration, they may or may not address all of your needs. This week, we’re going to talk about family dynamics… and how sometimes, it is the very cause of you Continue reading

To DIY or Not To DIY…

Throughout the month of April, we are going to discuss common & foolish estate planning mistakes. Now, I know April Fools only comes once a year. But for our purposes, it is April Fool’s month! This week, we’re going to talk about DIY estate plans and why they’re not such a great Continue reading

Age Ain’t nothing But A Number!

March Madness is still in full-swing!!! But, as much as I love watching the talented Zion Williamson take over the court, I’m still not a Duke Basketball fan…Go Carolina!! Last week, I shared with you that even in the best circumstances, with your most trusted people, items, or brands, Continue reading

Your Default Estate Plan

Last week, I promised that I would share what happens when someone dies without creating an estate plan and actually leave assets behind. I won’t get into the nitty gritty. You likely know that those assets will be passed down to family members, at least that’s the ideal outcome… Continue reading

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