Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, those that do make few updates once the plan has been created, despite other key
The holidays are an ideal time to reflect on who and what you are most grateful for in your life. While you are spending quality time with your loved ones this holiday season, we hope that you, like us, take this opportunity to share family traditions, important values, and have a discussion about the
The end of the year is fast approaching. As we all prepare for the holidays and the coming of 2019, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: 1. Review Your Living
The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a point in your life were you have enough from a financial standpoint. If you are planning on giving money
The recent passing of a few notable celebrities has shed some light on just how important comprehensive estate planning is for the protection of your estate and loved ones. Many of us know the singing legends, Aretha Franklin and Prince, but you may not have known that both of these superstars passed without a last
When it comes to caring for your child, we know ensuring your child’s needs are met is your highest priority. Sometimes, however, unexpected circumstances may arise that make this care an uphill battle. We know as parents ourselves that often these challenges come when we least expect them. As parents, we need to be as
When was the last time you reviewed your estate plan? Do you know if it will work when you need it to and be a treat for your loved ones to manage? Or is there a nasty trick lying in wait? Get our Estate Plan Checklist to give your plan a quick audit. It’s no
When was the last time you and your spouse discussed your estate planning? We know it is probably not on your list of “date night” conversations. In fact, many of our friends, family, and even professionals we work with tell us that once they create their estate plan, they consider it finalized and do not
There is nothing worse than learning your loved one has been diagnosed with a chronic condition or a life threatening disease. We know just how suddenly this can happen to a family and have seen many of our clients quickly overwhelmed by all that is involved in caring for a loved one or family
We know that it can be challenging to think about who will handle your assets if you become unable to do so yourself. Although this concern starts with your money, have you thought about how difficult it would be for your loved ones to make not only those important decisions on your behalf but
When we think of estate planning, most of us share the common goal of wanting to protect our spouse and our children from an uncertain future. We believe that it is our responsibility to provide for them at a time when they will be vulnerable without us. We focus on planning for this uncertainty and
Safe deposit boxes are commonly used to protect valuable belongings and important documents (such as insurance policies, financial documents, a will or a trust). However, it is easy to overlook what will happen to that safe deposit box after you die or you became incapacitated. The unintended consequences could be devastating or as your
Purchasing a new home is an exciting yet stressful time. Once the offer is accepted, escrow is opened, and there is so much to do – packing up, arranging moving, completing financing. The list goes on and can be overwhelming. Of course, it is during this busy time when a homebuyer is the most distracted
It is every parents’ worst nightmare. The phone call in the middle of the night or the busy workday. The call that lets you know something has happened to your child. Most of us have been watching the national news and what has taken place in the Thailand cave. If you’re like us, you too
Summer is here! For many of us, this can mean a change of pace, a deviation from our normal routines, and more time spent with our kids. With the kids out of school, your life may be more hectic as you transport them to camps, activities, and play dates. If you’re like us, you feel