Three Common Retirement Investment Errors

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Retirement Planning

When you create a financial plan for your retirement, saving is essential, but investing your savings is equally significant. As your retirement plan takes form, watch out for these common investment errors. Not Diversifying Diversifying...

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What Goes In A Living Trust?

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Wills and Trusts

You’ve probably heard all the buzz about the benefits of a Living Trust, but you may be wondering how it actually works. A Living Trust is a separate legal entity that takes ownership of whatever...

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5 Things Your Estate Plan Can Do For You

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Estate Planning

Everyone knows that an estate plan can ensure your heirs receive the right inheritance. But did you know there are other benefits too? Here’s five things a good estate plan can for you. Protect Against...

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