Blog

January 3, 2020

There's no better time than now.  Whether you are married, single, have young kids, older kids, no kids, make 2020 the time you finally get your estate plan in place. Click on the link below for more info:

Estate Planning for 2020 !

October 27, 2019

When it comes to estate planning, who will ultimately be in charge of your minor child is an important decision that requires consideration of many factors. Although there is no substitute for you as a parent, a guardian is essentially someone who steps in as a parent,...

September 29, 2019

Blended families and subsequent marriages create important and unique issues when it comes to estate planning. You may need to ensure that BOTH your current spouse and any children you have from a prior marriage are taken care of after you pass away. If the right estat...

August 14, 2019

What Can Happen to Your Business When You Die or Become Incapacitated

Preparing your company for your incapacity or death is vital to its survival. If you haven’t planned appropriately, your business can be disrupted, harming your customers, employees, vendors, and ulti...

May 18, 2019

If you are married and you die without a Will, you may mistakenly believe that your spouse will still inherit your entire estate.  Not so fast.  Who will inherit your estate depends on several different factors:
 

1.  How is your Property Titled?

Is your property ti...

April 4, 2019

When it comes to estate planning, you might only think of wills and trusts. But there are three other estate planning documents you should think about to make your plan complete:

  1. Healthcare Power of Attorney

  2. General Power of Attorney

  3. HIPAA Waiver

Plannin...

February 7, 2019

You may have just spent the holidays with your parents and noticed that your dad keeps losing his keys or that your mom often repeats phrases or stories in the same conversation. Or, your parents may currently be in great health.

Regardless, we highly encourage you to f...

December 20, 2018

A Guide for How Much to Share and With Whom

Most of us don’t feel comfortable sharing the details of our tax returns, unless we have to, say for a mortgage. But, your estate plan, an important part of having your affairs in order, is a bit different. You might be wonder...