Estate Planning

Your Digital Legacy

Does anyone truly die in the 21st century? The Internet is an integral part of our lives. Online banking, social media, a digital library of movies, books and music, email, photos stored in the Cloud – we all have accounts and an Internet presence that we don’t think much about unless we are hacked. When [...]

By |2019-08-19T10:05:48-07:00August 28th, 2019|Current Affairs, Estate Planning|

Estate Planning Insights

Mike McCann recently helped his dad through a difficult life transition – from having full independence to living in a memory care facility. There are several estate planning pitfalls people often encounter. His dad avoided all but one. In this brief video, Mike shares key estate planning insights he gained in the process. Most importantly, [...]

By |2019-08-14T13:59:44-07:00July 8th, 2019|Estate Planning, Video Blog|

Make Your Legacy Tangible

Estate planning is about much more than the tangible elements of life insurance and trusts, or investment accounts and wills. That’s because your money and possessions are not the only representations of your life. What about your beliefs and wisdom, your personal experiences and family stories? These are your legacy. They are the most valuable assets [...]

By |2019-08-14T13:59:48-07:00July 30th, 2018|Books, Client Stories, Estate Planning|

Ease Financial Burden of Funeral Planning

Losing a loved one is never easy. To make matters worse, it’s difficult to make major financial decisions when you’re feeling overwhelmed and heartbroken. Funerals can be a significant expense. The average cost is about $10,000 according to the funeral-pricing site Parting.com. Thankfully, understanding the different expenses, knowing your options and planning ahead can help [...]

By |2019-08-14T13:59:51-07:00November 20th, 2017|Current Affairs, Estate Planning|

Common Estate Planning Pitfalls

Typical goals in creating an estate plan are to establish a legacy and create a straightforward guide for your heirs. Depending on how long ago you created your estate plan, it’s possible your wishes or priorities may have shifted. Your vision of your legacy and your directives may no longer be clear. That ambiguity can [...]

By |2019-08-14T13:59:52-07:00September 25th, 2017|Estate Planning|