by Jim Lyon | Sep 6, 2019 | blog, Blog: Estate Planning
Getting used to retirement can be challenging. You might feel anxiety, fear, and stress as you transition into a new phase of your life. In addition to these complex emotions, you have some practical matter to grapple with, as well. It is important and necessary to...
by Jim Lyon | Aug 30, 2019 | blog, Blog: Estate Planning
One of the many topics followed by this blog concerns recent developments in the area of estate planning. There are some invaluable lessons, however, that a person can learn from Founding Father, George Washington. A review of Washington’s will provides a shining...
by Jim Lyon | Aug 23, 2019 | blog, Blog: Estate Planning
Establishing an effective estate plan is one of the best ways to make sure that your assets are properly handled following your death. Based on the exact details of your situation, it is worth considering whether a bypass trust would be able to help achieve your...
by Jim Lyon | Aug 16, 2019 | blog, Blog: Estate Planning
As summer draws to an end and fall approaches, parents with children who are about to attend college face a number of big decisions. While it might be difficult right now to directly acknowledge it, once a child reaches the age of 18, he or she is viewed in the eyes...
by Jim Lyon | Aug 9, 2019 | blog, Blog: Estate Planning
A cancer diagnosis will greatly impact every aspect of your life, including finances, insurance coverage, and estate planning. While you may have put your estate plan together prior to receiving a cancer diagnosis, not everyone has done so. If that is the case, the...
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