Blog

4 Steps for Setting up Your Estate Plan

Posted by Zach Dana on May 19, 2017

You know you should plan your estate to make things much easier for your loved ones in the event of your passing, but the truth is that estate planning probably hasn’t made its way onto your “to do list” just yet. You’re not alone.  In fact, the reason most people put off planning their estate is because […]

Continue reading


Going Through a Divorce? You Need to Update Your Estate Plan

Posted by Zach Dana on May 9, 2017

If you decide to divorce, it’s important to not overlook updating your estate plan.  Consider this scenario:  You suddenly die and your ex-spouse inherits everything then when he dies his new wife inherits what’s left.  Or what if  you survive a car accident but are hooked up to a life support system?  Who do want […]

Continue reading


Avoid These Top 5 Estate Planning Mistakes

Posted by Zach Dana on April 20, 2017

  When it comes time to plan your estate to pass on to others, you need to make sure there are no mistakes.  For example, if the person you plan to leave your estate to dies before you do, that’s a problem if you don’t update your estate plan.  And never count on someone dying […]

Continue reading


Estate Planning and Vacation Homes

Posted by Zach Dana on April 10, 2017

Places like Arizona and Florida are hot spots for retirees, and it’s no wonder since the weather is good all year long and the cost of living is generally lower in these states Many people who retire full-time or who spend the winters in these states often buy a vacation or second home in one […]

Continue reading


1 46 47 48 49 50 58