Probate

Serving as a Personal Representative (sometimes called an Executor) is not just an honor: it’s a legal job with deadlines and real consequences if something goes wrong. These consequences can cost money, property, cherished memories, and may even affect your relationship with your family and other loved ones. That is where we step in.

In the world of personal finance, most people focus on building equity. But few focus on protecting it. Whether you are navigating a rough financial patch or just planning for the future, here is how you can shield most or all of your home’s value from creditors. 

You've probably heard the term "trust" thrown around in movies or financial articles, but what does it really mean for you? If you're building a career, buying a home, or starting a family (pets included), it's time to get a grip on this powerful financial tool.