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It’s Planning Season

It’s Planning Season

To properly plan for the next season in your life and the lives of your family, a well-executed estate plan is a must. Below are a few documents to consider when crafting a plan to protect yourself, your family, your business, and your legacy.Trust: A trust is a...

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Being Deployed? Here’s What You Need to Do

Being Deployed? Here’s What You Need to Do

You just received your orders, and you will be deployed shortly. No matter the time frame, there is still time to make sure your affairs are in order.Review or prepare a Family Care PlanRegardless of the branch of the military in which you are serving, you may be...

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Myths and FAQs – Planning for Young Adults

Myths and FAQs – Planning for Young Adults

Myth: My son is on my insurance, so I automatically have access to his medical information.Unfortunately, this is not entirely true. Just because your son is on your health insurance does not mean you will have access to his medical information. The doctor’s office or...

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HIPAA: An Overview for Young Adults

HIPAA: An Overview for Young Adults

The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and privacy. For minors, this is a non-issue because parents, as legal guardians, have...

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4 Tips for Avoiding a Will or Trust Contest

4 Tips for Avoiding a Will or Trust Contest

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest. If you are concerned about challenges to your...

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Estate Planning for Military Families

Estate Planning for Military Families

No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up — or revising an existing —estate plan. Military families need to consider special estate-planning issues that others do not. This is...

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