Living Independently as You Age in Place

October 21, 2024

Planning to age in place secures your finances, healthcare and legal rights, while you continue to live independently in your home.

Selecting Your Financial Manager Can Help Avoid Family Feuds

July 31, 2024

When someone chooses a financial manager because they don’t want to hurt feelings, the result is often disastrous. It’s important to pick the most competent and trustworthy candidate.

What Is Involved In Handling Probate?

April 10, 2023

Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.

Four Estate Planning Myths To Debunk

February 21, 2023

While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it’s an important aspect of good financial planning that shouldn’t be ignored.

Should I Name a Co-Trustee?

November 8, 2022

Unlike a last will and testament, a revocable living trust is effective during your lifetime.

How to Pick Your Executor

November 2, 2022

One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.

What To Do When a Spouse Dies?

October 20, 2022

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.

Creating Your Own Trust or Will?

September 7, 2022

Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.

Estate Planning for Living

September 2, 2022

Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a critical piece of the planning puzzle.

How Do I Store Estate Planning Documents?

July 6, 2022

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

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