The Importance of Planning for the Unexpected The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, […]
Read More »New Year, New Estate Plan
New Year, New Estate Plan To all of my clients and colleagues – Welcome to 2020! A new year is a time for optimism and new opportunities. It is a […]
Read More »The ABCs of RLTs
The ABCs of RLTs You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected […]
Read More »Self-Care: 4 Ways to Show Yourself a Little Love
Self-Care: 4 Ways to Show Yourself a Little Love Summer is over. The kids are back in school, and it’s time to take a deep breath and spend some time […]
Read More »What is an Advance Directive?
What is an Advance Directive? Kevin stands at the door of Winnie’s nursing home room, tears streaming down his face. The medical staff just finished inserted a feeding tube into […]
Read More »Financial Powers of Attorney
Financial Powers of Attorney The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually […]
Read More »Will vs. Trust: Which is Right for You?
Will vs. Trust: Which is Right for You? When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get […]
Read More »What to Bring to Your First Meeting with the Estate Planning Attorney
What to Bring to Your First Meeting with the Estate Planning Attorney If you are thinking about putting together an estate plan, it is important to consult with an attorney […]
Read More »Planning for Children with Special Needs
Planning for children with special needs Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be […]
Read More »The Benefits of Trusts for Beneficiaries – Why Delayed Distribution is often Superior to Outright Distribution
The Benefits of Trusts for Beneficiaries – Why Delayed Distribution is often Superior to Outright Distribution Whether you have accumulated a little or a lot of wealth over your lifetime, […]
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