Blog Posts in August, 2012

2 Simple Tips to Help Keep the IRS Away

As many of you know, my motto is to keep it simple (or as simple as it can be). This week's post will be a little different because I am not going to write about probate or general estate planning ...
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Should my financial advisor be involved with my estate planning?

With all the different professionals out there who are involved in helping folks plan for and around life events, there can be some confusion around who is needed for what. Many of the clients who ...
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Why you shouldn't prepare your will with a so-called legal document preparation service

Every now and then a younger family comes into the office with a will that they did online. They want to know if the Will they prepared with a self-help service accomplishes their objectives. Often ...
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