Your Bucket List for Estate Planning: Why a Trust Might Be Right for You

Your Bucket List for Estate Planning: Why a Trust Might Be Right for You

The Bucket List, a 2007 Morgan Freeman and Jack Nicholson movie inspired a lot of people to think about their own bucket lists, or the things they would like to do before they die. While a trip around the world in a sailboat may seem a lot more exciting and...
The Unique Planning Needs of Women

The Unique Planning Needs of Women

Women today have many unique situations that require special treatment when it comes to estate planning. Well, maybe not special treatment, but women need to take extra care that they are protected through good planning. Here are some examples: Young mom stays home...
Get comfortable — no high-pressure sales tactics here

Get comfortable — no high-pressure sales tactics here

I remember a phone call I had with a company who sells software to law firms. Their product seemed like something that might be helpful, and I was interested to learn more. I spent an hour on the phone with this guy and things looked good — until the salesman...