Three Tips for Talking About Your Estate Plan During the Holidays The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into […]
Read More »Trusts – The Swiss Army Knife of Estate Planning
Trusts – The Swiss Army Knife of Estate Planning To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality […]
Read More »Your Fall “Legal Affairs” Checklist
Your Fall “Legal Affairs” Checklist With the fall season upon us, it’s an excellent time to review your legal affairs. Below is a checklist to ensure your planning meets your […]
Read More »Power of Attorney Misconceptions
Power of Attorney Misconceptions A durable power of attorney is one of the most important estate planning documents you can have. It allows someone who you appoint (your agent) to make […]
Read More »How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children Our children are our pride and joy. It is no surprise that at some point or another, […]
Read More »Five Considerations When Selecting a Guardian for Your Children
There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were […]
Read More »The ABLE Act and how it Helps Those with Special Needs
The ABLE Act and how it Helps Those with Special Needs The Achieving a Better Life Experience (ABLE) Act was signed into law in December of 2014. The purpose of […]
Read More »Finding the Right Fit: Some Questions For Prospective Wills and Trusts Attorneys
Finding the Right Fit: Some Questions For Prospective Wills and Trusts Attorneys It goes without saying that estate planning is incredibly important and is more than just having a will […]
Read More »The Biggest Threats to Successful Estate Planning
The Biggest Threats to Successful Estate Planning Poor estate planning can be a recipe for disaster. While having your estate planning documents prepared is the first hurdle to overcoming a potential […]
Read More »Project Lifesaver Program – Helping to Keep Loved Ones Safe at Home
Project Lifesaver Program – Helping to Keep Loved Ones Safe at Home It was an honor to be present as a member of the Board of Directors of The Alzheimer’s […]
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