Monthly Archives: October 2013

Celebrating National Estate Planning Awareness Week!

By |October 22nd, 2013|

It is estimated that over 120 million Americans do not have an up-to-date estate plan to protect themselves and their family in the event of sickness, accident, or untimely death. (www.naepc.org)

We share this story and the crucial information that follows to bring your attention to National Estate Planning Awareness Week, October 21-27.

Joe and Ann’s Story

Joe […]

The Less Money You Have, the More You Need a Revocable Living Trust

By |October 14th, 2013|

If you’ve followed the advice of most estate planning experts and have drawn up a will, you probably feel fairly confident about the final fate of your assets. But, while the Last Will and Testament can be an excellent estate planning tool, the very existence of your will mandates probate upon your passing, a court […]