• A Prince Without a Plan

    The iconic pop-star, Prince, died unexpectedly last Thursday at the age of 57. There are a lot of “unknowns” right now, including how he died and what’s to come of his estate. Regarding the…

  • 529 Plans

    You have children – young children. And you want them to attend college someday, right? Well, as you already know, college isn’t cheap. In fact, college keeps getting more and more expensive over the…

  • Probate

    What is Probate?

    What is probate, and why do I need to avoid it? Probate is a lawsuit you file against yourself, for the benefit of your creditors, using your own money after you die. It is…

  • Life Insurance Primer

    Life insurance can be one of the more confusing financial products out there. Many of our clients are often befuddled by what their choices are. Most people follow the recommendation of their insurance agent…