Blog

Planning for the Generations: Millennials

When you picture a Millennial, who do you see? A twenty-something with a coffee in...

Planning for the Generations: Gen X

Generation X: Breaking out of the Middle If you’re thinking, “Generation X…never heard of them,”...

Planning for the Generations: Baby Boomers

“OK, boomer.” I’m sure we all heard this joke running around online for a while....

Planning for the Generations: The Silent Generation

“I don’t buy green bananas nowadays. Don’t want to be so hopeful that I’ll get...

Moving? Let’s Unpack!

Moving. It’s part headache, part excitement, and full of new things. If you’re unpacking boxes...

What Makes Probate So Complicated?

Here’s a story that many of us are familiar with: A widow dies with $100,000,...

So I’ve Saved for Retirement. Now What?

Ahhh, retirement. The sunshine on your face, the slow mornings, the ample time to explore...

The Big Hollywood “Getting My Affairs in Order” Moment

A fight scene. An escape from the country. A car chase. A risky scientific breakthrough....

Estate Planning & Blended Families

There’s a 33% chance that you reading this (yes, you!) are in a blended family....

5 Tips for Alzheimer’s Planning

Sometimes, we see an Alzheimer’s diagnosis coming. A shift in your parents’ behavior, a gradual...

Special Needs & Estate Planning

As the parent of a child with special needs, what extra planning do I need...

Is it Time to Update your Estate Plan?

“The only constant in life is change.” As estate planners, this quote is why we’ve...

After a Diagnosis: What Now?

When a parent, grandparent, or loved one receives a diagnosis, it feels like a wake-up...

Dust off your Estate Plan for Retirement

It’s no secret that most everyone looks forward to retirement. More time with family, a...

Caught in the Middle: Talking with Family

Raising a family AND taking care of your aging parents is a whole new stage...

Protecting your Young Family

Raising a family takes a LOT of planning and coordinating. Running to soccer matches, remembering...

Do I need trust settlement or probate administration?

Settling an estate can feel like a big responsibility for anyone who hasn’t done it...

Why an Estate Planning Attorney is Way Better than the Internet

The internet is a treasure trove of resources and tools that fit exactly what we’re...

Tough Conversations

While sitting across the dining room table from my dad, it struck me how frail...

“Debt Collectors Are Calling Me”

In the week of my Dad’s passing, I called 11 credit card companies to inform...

5 Signs Your Aging Parent May Need Care

Having a peace of mind when it comes to your aging parents is something that...

Michael Jackson and the Importance of Funding Your Trust

Trust. Will. Estate Plan. These are terms you have likely heard but may not have...

The Legal Documents You Need for Your 18-year-old

Your child turned 18 and suddenly no one will talk to you– Not school personnel....

Protecting Your Children’s Inheritance From Divorce

We all hope our children will grow up, meet someone special, and that individual will...

Digital Assets- We All Have Them, But Are We Protecting Them?

Our lives are increasingly connected to the online world. We share our business ventures, promote...

6 Common Reasons For Seniors To Consider A Power Of Attorney

Powers of Attorney are all about authority. When you sign a Power of Attorney (“POA”),...

It’s Time To Talk To Your Parent About Aging

There is one certainty in life that none of us can escape: we will all...

The Family Cottage

Ahh, the family cottage. A little slice of heaven on earth providing nothing but rest...

The Real Cost To Your Family When You Don’t Plan For Incapacity

When you hear the words estate planning, you may automatically think about establishing documents to...

What Exactly IS Probate?

Ah, that forever-fretted term, Probate! Does it give you the heebie-jeebies? It really shouldn’t. In...

Is Your Power of Attorney Powerless?

It may be cheap or easy to obtain a Power of Attorney document from an...

Let’s Talk Quit Claim Deeds

Congratulations! You just closed on your first home, or commercial building. You signed what seemed...

Five Things to Avoid in Your Will

A will is one of the most foundational estate planning tools. While relying solely on...

Dealing with Dementia, Part 4 of 4: Cost to the Nation

According to the Alzheimer’s Association, nearly one in every five Medicare dollars is spent on...

Dealing with Dementia, Part 3 of 4: Cost to the Family

Caring for a loved one with dementia may start small, but can grow to be...

Dealing with Dementia, Part 2 of 4: Cost to the Individual

The cost of care for someone with a dementia diagnosis can be daunting. What factors...

Dealing with Dementia, Part 1 of 4: Dementia Defined

Dementia is a debilitating condition that many Americans eventually face as they age. So, what...

Average Costs of Elder Care on the Rise

Asset Protection Trusts: Buyer Beware!

This post is designed to warn you about various pitfalls associated with Asset Protection Trusts...

Planning for Young Children

…if you have minor children who are the beneficiaries of that life insurance policy, the...

Does Account Ownership Really Matter?

Divorcing Children and Asset Protection

For parents, it is difficult to watch children or grandchildren go through a failed marriage....

The Blended Family

A mixed family is defined as a marriage where one or both spouses come with...

Estate Planning Is Not All About Death

Clients often visit my office concerned about one thing: death. When I pass, who should...