Articles
Articles of Interest
2019 Estate Planning Resolutions
"Besides new exercise regimes and attempts at savings accounts, from a legal perspective, the new year is the perfect impetus for tackling life’s perennial to-do list. From an estate planning perspective, here is a punch list that every adult should look to achieve in...
Preparing for the Inevitible
"We live in a death-denying society, and our loved ones often find it “morbid” or “disturbing” to talk about it. The reality is that talking about your inevitable death and the funeral arrangements that will follow is terrifying for everyone. It’s not a conversation...
At What Age Do I Need an Estate Plan?
Frequently asked question: at what age do you need an Estate Plan? In short, once you're 18 there are some legal documents you'll want to have in place. Here are some guidelines and considerations for every age: Guide to Estate Planning By Age
Preparing for the Worst
"The news has been filled with devastating events this year – unimaginable wildfires, hurricanes and devastating flooding – and the resulting losses are heartbreaking. It is hard to comprehend how someone loses everything in an instant, but it could happen to anyone...
End of Year Planning
"During the holidays, it can be hard to find the time (or desire) to review your finances and estate plan. To help with that effort, here is a short list of things that you can easily accomplish before the ball drops on New Years’ Eve." - Lisa P. Staron A Year-End...
Estate Planning Tips for Blended Families
Blended families have some additional factors to consider in their Estate Planning: Seven Estate Planning Considerations for Blended Families
Tips for Choosing the Right Guardian for Minor Children
"Selecting the right guardian to care for minor children is one of the most significant planning decisions you can make, as it may set the course for the rest of several people’s lives. It is of the utmost importance to choose a guardian with whom you and your kids...
Protecting Your Spouse in the Event of Your Death
We can't say it enough: communication is key! Schedule an annual (at least!) appointment with your spouse to go over things and ensure everything is in order in the event of death. This article is a great checklist! 10 Tips to Help Protect Your Spouse
Business Focus: Intellectual Property Tips
If you have an online business or side hustle, it's essential that you take steps to protect your intellectual property. Logos, written material, and inventions need protection. Here are some steps you can take: Trademark Your Logo While not a legal requirement,...
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