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Latest Blog Posts

Why you need an Estate Plan and a Financial Plan

Posted on: November 15th, 2016
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s look at how financial and estate planning can work in tandem to create the best possible future for you and your family in the years to come....

Remember to Protect Your Pets

Posted on: November 11th, 2016
Let’s look at 3 famous pet trust cases and consider the lessons we can take away from them so your furry family member can be protected through your plan....

Are you thinking of giving an early inheritance to your children?

Posted on: October 12th, 2016
If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these days, nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than make them wait until the will is read....

Who Will Make Decisions About Your Health Care If You Cannot?

Posted on: October 7th, 2016
A Health Care Power of Attorney, also called a Health Care Proxy or Durable Power of Attorney for Health Care, lets you give legal authority to another person (a proxy or agent) to make decisions about your health care if you are unable to make them yourself....

What To Do After a Loved One Dies

Posted on: September 28th, 2016
If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a trust administration or probate lawyer – can be quite overwhelming. First and foremost, take care of yourself during this emotional time. ...

Planning for Blended Families: Second or Later Marriages and Divorce of Beneficiaries

Posted on: September 21st, 2016
A brief look at statistics reveals that family structure has dramatically changed over time and that there’s an astonishing variety of family structures out there. Everything ranging from the “traditional” nuclear family to blended families of step-siblings and half-siblings headed by parents in a second or later marriage....
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