Blog Articles
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It's called "unclaimed property," which is money that's yours but has been handed over to the government without your knowledge. And it happens more often than you may think. Read more…
Commit to Your Estate Plan Before Committing to a Trip Away
If you are leaving your kids at home, there's one more thing you must do before you leave – you need to complete your will or trust before going on vacation. In fact, this is a common reason people come into my office. Read how the Barber family's inaction created a very difficult situation for their children.
Choosing the Right Life Insurance Policy
How do you choose a life insurance policy? We've broken down whole life insurance, universal life insurance, and variable universal life insurance and discussed the pros and cons that come with each one. These are easy to understand answers to common questions.
Checklist: 5 Financial Decisions to Consider Before December 31
This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it's either too late or very costly for your family. And, if you have living parents in their 70s, make sure you cover these considerations with them this week..
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
In this last installment of our four-part celebrity series, we spotlight Elvis, the King of Rock. Although he passed away in 1977, we can learn valuable lessons from his estate, even in 2024, like how to avoid falling prey to scammers. Read more…
