Is your Estate Plan in good shape? Here are some items to check on: Top 10 Estate Planning Mistakes & How to Avoid Making Them
Estate Planning Advice for Fathers
In light of it recently being Father’s Day, this article contains great advice for fathers on estate planning and leaving a legacy: The Best Father’s Day Gift a Father Can Give
Do You Need a Power of Attorney?
Have questions about whether you need a Power of Attorney and what its purposes are? This article outlines how useful and necessary the Power of Attorney documents are: Why you’re never too young for a power of attorney
Legal Documents for Young Adults
We’re so happy for many of our friends and clients who will have a child graduating from high school in the coming weeks – what an exciting time! It’s also a busy time, with many details to take care of. Don’t forget that high school graduates will need some legal…
Ethical Wills: Words to Remember You By
In addition to your official Estate Plan, you might consider leaving behind an “ethcial will” for your family and friends. “Unlike legal wills, ethical wills — also known as legacy letters — are not written by lawyers, but by you. They can include life lessons, values, blessings and hopes for…
Pre-Summer Vacation Planning
Believe it or not, summer will be here before we know it! Ensuring your estate plan is in order prior to heading out of town (or out of the country!) is always a good idea. This article outlines some items to check on: 4 Critical Estate Planning Tasks To Complete…
Advice for Executors
Great advice for executors, and good things to keep in mind when appointing an executor for your estate plan. “Being an executor can be a lot of work and a thankless job. It is a serious role that requires your attention. Be mindful of your obligations and truthful with yourself…
Second Weddings and Estate Plannings
“An estate planning rule of thumb is to review (and, if necessary, revise) your estate plan in light of major life events. Such events include a marriage, birth of a child and a divorce. A second marriage also calls for an estate plan review. You’ll want to provide for your…
Estate Planning for Entrepreneurs
“Tomorrow never is guaranteed. Drafting a will, a FPOA and a living trust can feel uncomfortable. But the rewards are significant. For the hour or two you’ll spend, you’ll gain a sense of security that goes beyond even insurance and savings accounts. You’ll have tackled what you want to happen…
Single? You Still Need an Estate Plan!
People often think of estate planning in conjunction with getting married or having children. However, estate planning is equally important if you are single. This article offers great strategies and insights: 5 Estate Planning Strategies For Singles