Why You Should Sweat the Small Stuff in Your Estate Plan

Elder Exploitation Scams and How to Avoid

When planning their estates, most people focus on major assets, such as business interests, real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — tangible personal property. Examples include automobiles, jewelry, clothing, antiques, furniture, artwork, photographs, music collections, personal papers, collectibles (such as stamps, coins or baseball cards) and…

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Sweat the Small Stuff in Your Estate Plan

illustration of family fighting over a treasure chest with lawyer and document in hand

When planning their estates, most people focus on major assets, such as business interests, real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — tangible personal property. Examples include automobiles, jewelry, clothing, antiques, furniture, artwork, photographs, music collections, personal papers, collectibles (such as stamps, coins or baseball cards) and…

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Three Legal Things to Do After a Scary Health Diagnosis

Doctor points to laptop for elder person

A scary health diagnosis can be emotionally and logistically challenging for many reasons. For instance, how can you take care of your family if you’re physically incapacitated? In addition to working closely with your medical providers, consider these three legal tips: Check your estate plan with your attorney to make sure it is up to…

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To Find the Real Gold in Your Life, Do This One Thing…

Pot full of gold at the end of the rainbow.

Stop chasing rainbows… Like many of you, between work and family, I have a pretty full schedule.  From the time the alarm goes off in the morning until my head hits the pillow at night, I am constantly on the go. Talking to other friends, family, and clients this is a common theme no matter…

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Why Writing a Note Can Be the Best Gift Money Can’t Buy

Pen starts to write on blank paper

The experience of writing a card or a letter is a powerful one for me. We’ve all received a note, card, or a letter in the mail that made us smile. Why is that? Of course, it is nice to know that someone is stopping their daily life to say “I’m thinking about you.” To be acknowledged…

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