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Learning From Mistakes

It has been a great year at the firm. Thousands of clients helped, great teamwork,…

ByByGreg McIntyreDec 19, 2022

Why do I need a Will if I have a Trust?

I had this question from a client the other day. We were signing a trust…

ByByGreg McIntyreNov 28, 2022

You’ve been named Trustee what do you do now?

Whenever a trust is created, the creator of the trust, also known as the “Grantor,”…

ByByGreg McIntyreNov 23, 2022

What happens if I pass with a Will?

Wills can be great tools to ensure that your wishes are carried out after your…

ByBymorgan morganNov 14, 2022

What is a Life Estate Deed (LED)?

Life estate deeds can help protect a home and avoid probate. However, it is important…

ByByGreg McIntyreNov 11, 2022

Accelerated Death Benefit 

  So, what is an accelerated death benefit?  Most people I have talked to have…

ByBymorgan morganOct 31, 2022

Classic Car Trusts: Protecting Your Passion.

I was walking to a coffee shop today and saw this car driving down the…

ByByGreg McIntyreOct 30, 2022

So You’re an Heir…

The passing of a loved one is always a difficult time for the family. The…

ByBymorgan morganOct 5, 2022

Is Life or Long Term Care Insurance Right for You?

There are all sorts of ways to insure your life or possibly pay for long…

ByByGreg McIntyreSep 9, 2022

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