Legal Resources and Tips
Helping you protect your future through careful legal planning.
When many people think of Estate Planning, they think of either the elderly or the wealthy. In fact, all people need Estate Planning. "Estate" simply refers to anything you own or rent, any checking/savings accounts, etc., so everyone has an estate. In this post, I...
A Few Other Resources We’ve Created for Our Customers
Critical Information List
A worksheet to list your different assets, debts, and important documents to help guide your family after you become incapacitated or pass away
Estate Planning Questionnaire
Death Notification Checklist
A guide to walk you through what steps to take after a loved one passes away