3 Simple Mistakes That Can Derail Your Estate Plan

April 10, 2023

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess. We regularly meet with clients who ask us to review an estate […]

Create a Stronger Blended Family Through Estate Planning

April 8, 2023

ESTATE PLANNING,

Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in 10 new marriages involve remarriage. If you’re part of a blended family, you’ve probably recognized […]

Top 5 Questions To Consider Before Hiring A Lawyer For Your Planning Needs

Estate Planning Before You Travel: Why It’s Critically Important

March 27, 2023

ESTATE PLANNING,

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan. While it may not sound like the […]

Why Everyone Needs To Keep Their Estate Plan Updated

March 20, 2023

ESTATE PLANNING,

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual’s current legal and financial situation should be considered to […]

Obtaining A Power Of Attorney For Elderly Parents

March 13, 2023

ESTATE PLANNING,

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in times of need. POA enables individuals to make crucial decisions on behalf of their parents, such as managing their finances or making medical decisions, when they are unable to do so […]

Obtaining A Power Of Attorney For Elderly Parents

Your Right As The Parent Of A Young Adult – What You Need To Know When A Medical Crisis Hits

March 6, 2023

ESTATE PLANNING,

As a parent, you are quite accustomed to managing your children’s legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care can do the trick. But what happens when those “children” turn 18, now adults in the eyes of the law, […]

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

February 27, 2023

ESTATE PLANNING,

If you have a current estate plan, I’ll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you have […]

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

February 20, 2023

ESTATE PLANNING,

In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for an estate plan.Shopping for an estate plan based on getting the lowest cost plan possible […]

Will Your Estate Plan Work When Your Family Needs It?

February 13, 2023

ESTATE PLANNING,

Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online documents. Then, you’ll put those documents into a drawer, mentally check estate […]