Family Traditions and Estate Planning

Estate Planning isn’t just all about practicality – it’s also includes ensuring your sentimental needs are met. “When planning for our families, practicality is usually the first thing that comes to mind. You want to make sure you have the...

Questions to Consider

We think we can probably give you ALL your Estate Planning answers in LESS than 100 questions, but these are great things to consider as you begin working on your Estate Plan: 100 Questions to Ask in an Estate Planning Interview

Estate Planning & Divorce

If you or a loved one is going through a divorce, there are important estate planning considerations to be aware of. This article outlines them well: Estate Planning During a Divorce: Four Key Considerations

Managing the Death of a Parent

“No one thinks dealing with the death of a parent will be pleasant. We expect a morass of unfamiliar and uncomfortable emotions. We anticipate unprecedented grief. But no one warns us about how much math and paperwork it entails.” – Adam BulgerThis...