Broker Check

We are not here to tell you what to do, but we are here to help make sure that your wishes are
documented and carried out. Do you have real estate? Do you have a blended family? Do you
have a business? Do you have special needs children? Do you have assets over $1,000,000? Are
your children married? Who should manage your estate? Are you the main financial decision-
making spouse but don’t have an estate plan? Are you living with someone you are not married
to? Do you have a lot of stuff that is meaningful to a lot of people? These are just a few
situations that can cause incredible pain for those left after your death. With no Estate Plan
you can compound the pain of loss for loved ones.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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