Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
Obtaining A Power Of Attorney For Elderly Parents
Making important decisions for aging parents can be challenging, but power of attorney (POA) can provide peace of mind and clarity in times of need.…
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you are quite accustomed to managing your children's legal and medical affairs as circumstances require. If your child requires urgent…
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
**Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance ** If you have a current estate plan, I'll bet you plan to…
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to…
Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find…
Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and…
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right, it’s a primary way to say “I love you” to your loved ones…
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if…
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of…
How Will A Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the stock market's roller-coaster,…
How To Manage Your Digital Accounts After Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be…
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be…