Videos to Help You Learn More

Does a Power of Attorney Ever Expire?

A Durable Power of Attorney is one of the essential legal documents that should be a part of everyone's estate planning in order to best prepare for when life happens. Outside of how to create one, we often get asked the question of whether...

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Know the Truth: Trusts Do Not Avoid Probate!

One of the biggest myths and most understood concepts that we come across when we talk to people about estate planning is that a trust will avoid probate. That is only partially true, but it's not the whole story. Trusts by themselves...

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The Secure Act (Part 3): The Big Problem Explained

The SECURE Act has a lot of benefits, but now for the bad news. Under the SECURE Act, younger beneficiaries can no longer “stretch” the IRA they inherit. This was a process by which a beneficiary would take small required minimum...

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Your Fall (and Year-End) Legal Affairs Checklist

With the fall season in full swing and the year-end rapidly approaching, it’s an excellent time to review your legal, financial, and personal affairs. In this video, we share a legal affairs and estate planning checklist to ensure your...

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