We strive to inform our
clients as well as serve them

Before the Great Recession in 2008, many thought banks were “too big to fail” and therefore, had no real concerns whether the money in bank accounts, CD’s or money market accounts was protected by any kind of insurance. As many...

Can people complete their estate planning during the COVID-19 crisis?

Yes. Our firm, which was formed in 2002, always sees an uptick in client calls or initial estate planning meetings when there are national events, economic changes or crises that...

A common misconception about estate planning is only “wealthy” people need it. In reality, there are countless benefits associated with having a comprehensive estate plan no matter your tax bracket. In most situations, it is far less costly to have...

Anyone who has access to the internet can google their County Assessors website and search your name on the property records. This means that in a few mouse clicks, anyone, including someone with bad intentions can find out where you...