Estate Planning · September 07, 2018

A lot of times, people hide their Wills or estate planning docs in secret locations where they'll likely never be found after their death. Or they'll put their Will in the care of unreliable caretakers, whom may forget they even have the documents and never truly know when is the right time to present it to the family after your death. Consider this illuminating case that winded its way through the NY court system and provides a cautionary tale about safeguarding your documents.

Estate Planning · February 16, 2018

Although parents will never ask for help, at some point they might need it or you'll want to step in to assist them. Helping parents become financially stable can be hard without the right information and knowledge about their current financial situation. Further, getting access to different accounts and making important decision on their behalf will not happen unless you are given the required legal authority to do so.

Business · February 09, 2018

People often assume a Will is everything they'll need to take care of their business when something bad happens to them, but that can actually cause more problems and cost for their family than necessary. To ensure your business is passed on to your family exactly the way you want, you need to have a comprehensive plan that takes your life and business into account. Now check out these 4 key elements every business owner must have in their plan.

Estate Planning · January 12, 2018

Many parents put off naming guardians for their children (or don't even know that it's what they're supposed to do for their children's life-long security and well-being) because they don't have access to the right info or just can't come to a decision on who will be best to care of their kids in the event of an emergency or worse! Bottom line: Done is better than perfect, and we've created the perfect solution to help you choose the right guardian today.