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 have enough assets, not knowing how to […]
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, antiques, furniture, artwork, photographs, music collections, personal papers, collectibles (such as stamps, coins or baseball cards) and […]
How Do We Best Protect Our Young Adults?
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. The fear of what could happen does not get easier as your child ages either. In many ways, it intensifies. Although you don’t have […]
Who Is Your Person?
My wife, Carolyn, and I have a saying: “thank you for being my person.” I am not quite sure of its origins or when we first started saying it, but it has become a very meaningful and powerful synonym to “I love you” for us. But what does it mean? For us, it goes much […]
5 Ways Estate Planning Says “I Love You”
There are many ways to say “I love you.” With Valentine’s Day coming up this month, most of us are thinking how we will communicate these important words to our spouses, kids, family and friends. Although the best way to convey how we feel is usually just to say it and act with love on […]
The Legal Planning You Need to Do for Your High School Graduate
If you’re the parent of a high school graduate this year (cue Pomp and Circumstance music), then congratulations! You’ve put in a lot of time, effort, and love toward their earning that diploma, and whatever their next step in life will be, you likely want to protect them just as much as you did while […]