Free Gifts

Are you a young adult? Just starting a family? Retiring soon? Facing long-term care issues? Download this road map to help you see where you are and what might be the best type of plan for you.

Once you determine where you are on the estate planning timeline, what might your plan look like? This chart breaks down the various types of estate plans from simple incapacity documents to different kinds of trusts.

Have you or someone you know recently lost a loved one? What steps need to be taken now and what can wait? You don’t need to call us immediately. This checklist will help you take the time you need and get you started when you’re ready.

What is the difference between these two types of documents, and which one is right for you? This simple chart will help you sort the pros and cons of both.

There are different types of Trusts and they each have a distinct purpose and goal. We compare them side by side to help you see why you may need or prefer one over the other.

When preparing your estate plan, it is important to understand the varying roles so that you may consider who is the best fit for each. Or perhaps someone has named you as a Trustee or Power of Attorney for them? Here’s what you can expect in the different roles/functions from those you name or are being asked to fulfill.

You may have heard this term or seen it in your trust plan. What does it stand for? Who does it affect? Is this something that should be included in your plan?

If you have a business, you probably already know it shouldn’t be in your personal name and you may understand the importance of protecting it through proper estate planning. But what type of business is right for you?

For parents traveling without their children. Allows you to give permission to someone you choose & trust to make decisions for your kids in your absence, so you can relax completely, knowing your kids are covered while you’re gone.