Estate Planning Blog

Tips on How to Protect What Matters Most
Why Do I Need a Pour-Over Will If I Have a Living Trust?

Why Do I Need a Pour-Over Will If I Have a Living Trust?

Most people are familiar with a basic Last Will and Testament but very few people know what a Pour-Over Will is. Essentially, a Pour-Over Will is used in conjunction with a Trust and it directs that any assets you own in your own name outside of the trust at the time...

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Can I Name More Than One Person As My Power of Attorney?

Can I Name More Than One Person As My Power of Attorney?

Granting someone power of attorney means that you are giving them the authority to make important decisions on your behalf should you be incapable of making them yourself. The scope, duration, and other specifics are up to you. While the laws vary in each state, it's...

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Declare Your Independence from Court Interference!

Declare Your Independence from Court Interference!

While the rest of the nation celebrates its independence on July 4th, you can rest assured that you too can declare independence for your family -- from court interference. Life can be unpredictable. Whether it is a financial issue, the birth or adoption of a child,...

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New Baby? Time to Create Your Estate Plan

New Baby? Time to Create Your Estate Plan

Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. That's especially the case when you are so focused on loving and caring for your new bundle of joy. The other reasons you might be delaying vary: lack of time, not thinking you...

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Sweat the Small Stuff in Your Estate Plan

Sweat the Small Stuff in Your Estate Plan

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,...

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Three Legal Things to Do After a Scary Health Diagnosis

Three Legal Things to Do After a Scary Health Diagnosis

  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...

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

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

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...

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How to Get Your Estate Planning Done in Just 10 Minutes

How to Get Your Estate Planning Done in Just 10 Minutes

Research tells us that the majority of Americans today still do not have estate planning in place and only a third of parents have properly named legal guardians for their minor children. That's problematic because life happens to all of us and gives none of us a...

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3 Estate Planning Secrets the Wealthy Use That You Can Too!

3 Estate Planning Secrets the Wealthy Use That You Can Too!

Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent families do.  Here...

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Your Financial Year-End Checklist. 7 Must Do’s

Your Financial Year-End Checklist. 7 Must Do’s

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...

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