An estate plan must contain enough information to complete three goals: It must explain how you want your assets...
Questions to Ask When Hiring a Fiduciary, Part 1: Financial Decision Makers
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Estate Planning
How to Protect Your Great Ideas or Works for Your Family
When most people think of estate planning, they think about tax issues, trusts, and passing along assets like...
Discuss Estate Planning at Holidays
Holidays May Be the Perfect Time to Discuss Estate Planning One of the best parts of the holiday season is the chance...
What Not to Include in Your Estate Planning Documents
Not Everything Belongs in Your Estate Plans Perhaps the most basic function of an estate plan is to pass along your...
What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?
Payment App Accounts Should Be Considered in Your Estate Plan The Internet never forgets. That maxim is most often...
Why Deathbed Planning Might Give You Additional Grief
Deathbed Planning Has its Drawbacks Contemplating the end of your life isn’t a fun experience. Making an estate plan...
Family Legacy Wealth Planning
Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children A family legacy wealth plan requires care and...
What Barbie Teaches Us About Estate Planning
The overwhelming success of Barbie is a cultural phenomenon. Greta Gerwig’s hit movie could be considered deep...
Investment and Distribution Trustees – Why Would I Need both
Dividing the Duties of a Trustee A person creating a trust often serves as the first trustee. In that case, all the...
New Resource Booklet: Creating Your Health Care Directive
Every adult over the age of 18 who is of sound mind should consider creating an Advance Health Care Directive...
Disability Panels to Take Back Control
Deciding When Someone Is Incapacitated Note: If you are involved in a conflict regarding yourself or a family member’s...
How to Handle a Disclaimer Provision in Your Deceased Spouse’s Will or Trust
The loss of a beloved spouse is a terrible ordeal. The grieving process can be long and painful. Unfortunately, such a...
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Planning and protection
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and everyone you love.
for everything you own
and everyone you love.
