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Magic Moments #4 | Christian Waite & Family

On July 3, 2018, Christian Waite was supposed to be getting ready for his favorite holiday and playing his favorite sport. However, the day was spent at a doctor’s office, which led to an MRI...

Magic Moments #3 | Harley Kessler & Family

A few months ago, Harley began experiencing bad leg pain; a bone scan revealed a mass in his tibia. Eventually, doctor’s diagnosed Harley with Osteosarcoma; cancer that originates in the bones...

Magic Moments #2 | Perla Torres & Family

Last December, Perla Torres had been sick. Her family and doctors assumed she had a cold. When the cold continued and Perla’s mother, Angélica grew concerned, she insisted the doctors look further...

Magic Moments #1 | The Wylie Family

The Wylie family always looks out for each other, especially when times are hard...

November 2018 Market Recap

Geopolitical events and Federal Reserve comments occupied headlines and perpetuated market volatility throughout November.

Unleash the Power of a Nonspringing Power of Attorney

Estate planning typically focuses on what happens to your children and assets when you die, but it's critical to plan for making key medical and financial decisions if you're unable to do so.

Life Changes? Update Your Estate Plan

Your estate plan shouldn’t be a static document — it needs to change as your life changes. Year-end is the perfect time to evaluate any changes in your life that may affect your estate plan.

October 2018 Market Recap

Market volatility returned with force in October, sending U.S. indices markedly lower. Despite this, the economy remains firmly supported by strong fundamentals and consumer confidence...

Intellectual Property Requires Careful Estate Planning

If your estate includes forms of intellectual property, such as patents and copyrights, it’s important to know how to address these intangible assets in your estate plan.

Tenancy-In-Common a Versatile Estate Planning Tool

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. Here's how it works.