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Tag: Estate Planning

What is in an Estate Plan?

by Dave Conley on August 25, 2023.

What is in a simple Estate Plan? If you’re like most people, with a few kids and a house, you only need a will. You can use an online service like or The most common option is to meet with a local lawyer to help you discuss and setup the three documents needed...

Estate Planning 101

by Dave Conley on August 11, 2023.

Estate planning is just a fancy legal-ish word for what you want to happen to your money and stuff when you die or become disabled.

Don’t be Caught Without a Will

by Michelle McEachin on August 26, 2022.

About 60% of American adults do not have a will. And that is a big deal for the loved ones that they leave behind when they die. Did you know that if you die without a will that you have chosen to leave important decisions regarding your debts, assets, and minor children to the local...