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Asset Protection, Estate Planning, Uncategorized
May 4, 2022

Without proper funding, your estate plan won’t work. Why is that? Funding is retitling your assets or updating your named beneficiaries to achieve your intended result. If you have a living trust, that could mean you and your loved ones experience less burdens, your assets are distributed according to your wishes, and your estate avoids the probate process.   Changing the title on assets such as bank or investment accounts to your trust as the owner, can make it easier during...

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October 15, 2021

www.keeping control-book.com There are many reasons to read a book; to learn something new, for relaxation, or to be entertained by a good story. In our house, reading has become a family activity with nighttime stories and multiple trips to bookstores to purchase every book in the series. Even requiring me to build more bookshelves! It’s easy to explain why we read books, but what about writing a book? Earlier this year I decided to write a book to help encourage...

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May 8, 2021

Happy Mother’s Day! Throughout our lives we may look to our moms as caregivers and support systems, someone we can turn to even when we ourselves are adults. But who takes care of mom when she can no longer care for herself?  Making sure we and our loved ones have a plan in place before something happens is critical. That way the people who are going to step in on mom’s behalf are already named and can more easily transition into control....

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November 6, 2020

As we head towards the end of the year, many are undoubtedly stressed or anxious. The holiday season is about to start, and it will look different than most this year. However, it is important we take the time to look back, think about what we have accomplished and consider what we are grateful for. Maybe you were able to figure out how to work from home or you stepped in as a temporary teacher for your children. Perhaps you...

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April 6, 2020

We hope everyone is healthy and staying safe.  During this State of Emergency, we will continue to work, and with a few exceptions, everything will be business as usual. We wanted to help keep you informed on some of the ongoing responses to this current crisis, starting with the CARES Act. The Act was signed into law to provide $2 trillion in relief for individuals and businesses in response to the coronavirus outbreak and some of the provisions may impact you...

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