DIY Estate Planning? Buyer Beware!

There are many options available to create a do-it-yourself Will for little or no cost.  These forms are popular because they’re cheap.  In some cases, by saving money now, you are setting up your survivors to pay thousands in legal fees to fix what you created with inappropriate documents. Free or low cost programs and [...]

By | May 18th, 2017|Estate Planning|0 Comments

How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs. In [...]

By | May 4th, 2017|Estate Planning|0 Comments