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Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, especially seniors. To protect your aging parents (or yourself) from these con artists, it’s crucial to equip yourself with the knowledge of how these scams work and what your loved ones […]

Estate Planning

August 24, 2023

Help Your Parents Avoid These New Financial Scams – Part 1

Group legal insurance might seem like a good way to save on your estate planning needs, but will a plan created through legal insurance work for your family when they need it?

Estate Planning, Family, Life Insurance

August 15, 2023

Can You Rely on Legal Insurance for Your Estate Plan?


As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children.

Estate Planning, Family

August 7, 2023

Don’t Send Your Kids Back to School Without These Documents

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan.

Estate Planning, Family

July 31, 2023

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. It seems to be how most lawyers structure their services, so it wouldn’t be surprising if you did think this. You work with your lawyer, they draft documents, you bring […]

Estate Planning

July 25, 2023

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1