Estate Planning


Financial Columns

11/27/16 In Case Something Happens – Food for Thought This Thanksgiving

4/24/16 Taxation of Life Insurance

4/17/16 Three Methods to Determine How Much Life Insurance You Need

4/10/16 Basic Life Insurance Terms

4/03/16 Types of Life Insurance

3/27/16 Who Needs Life Insurance?

3/29/15   Top Ten Reasons Estate Planning Is Important

3/22/15   Re-Released: Life is not a Dress Rehearsal

3/30/14   Life is not a Dress Rehearsal

9/09/13   You’re never too young to begin estate planning

6/03/13   Understanding (and Avoiding) Probate

5/27/13   Wills vs. Trusts

5/20/13   Estate Planning Includes Health Care Directives


In Case Something Happens (30 min.)

Estate Planning Basics: Health Care Directives and Powers of Attorney (26 min.)

Estate Planning Basics: Understanding (and Avoiding) Probate (30 min.)

Estate Planning Basics: Wills & Trusts (30 min.)

Fact Sheets

Wills and Trusts

Life Insurance