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Corina Colan
Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...
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Corina Colan
- Sep 16
- 4 min
Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to...
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Corina Colan
- Sep 9
- 7 min
Disability Insurance: What You Should Know
If you must work in order to earn your income, you need to have disability insurance. That said, purchasing such insurance is a “buyer...
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Corina Colan
- Sep 2
- 6 min
What Your Last Will & Testament Will (And Will Not) Do—Part 2
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
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Corina Colan
- Aug 26
- 5 min
What Your Last Will & Testament Will (And Will Not) Do—Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
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Corina Colan
- Aug 19
- 5 min
3 Critical Considerations on How To Save For Your Child’s (or Grandchild's) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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Corina Colan
- Aug 12
- 4 min
3 Critical Considerations On How To Save For Your Child’s (or Grandchild's) College Education-Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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Corina Colan
- Aug 5
- 5 min
4 Essential Strategies For Protecting Your Family's Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...
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Corina Colan
- Jul 29
- 7 min
How Estate Planning Can Reduce The High Cost Of Dying—Part 2
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...
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Corina Colan
- Jul 22
- 6 min
How Estate Planning Can Reduce The High Cost Of Dying—Part 1
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...
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Corina Colan
- Jul 15
- 6 min
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
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Corina Colan
- Jul 8
- 6 min
What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
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Corina Colan
- Jun 30
- 8 min
Estate Planning FAQs For LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the...
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Corina Colan
- Jun 24
- 6 min
3 Reasons Why Single Folks With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...
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Corina Colan
- Jun 17
- 4 min
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...
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Corina Colan
- Jun 11
- 7 min
How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...
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Corina Colan
- Jun 3
- 4 min
Don't Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...
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Corina Colan
- May 27
- 9 min
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...
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Corina Colan
- May 20
- 9 min
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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Corina Colan
- May 13
- 7 min
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
4 views