Estate Planning

“Estate planning is built on a foundation of three key elements: communication, clarity and customization. By considering these aspects in more detail, my hope is that you, like Washington, can set your own “hand and seal” to effectively relay your wishes, reassure your loved ones and cement your lasting legacy.”…

“You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles.” – Bernard Rethore 5 Estate Planning Topics to Talk About with Your…

Getting your estate plan in order may force you to ask some tough questions and make some difficult decisions; however, the peace of mind that comes from having these issues settled is worth the struggle. Here are a few estate planning questions that might make you uncomfortable, but it’s important…

Excellent advice for those with aging parents on how to approach vitally important end-of-life discussions: What Your Aging Parent Isn’t Telling You – I Want to Discuss End-of-Life Issues

Is your Estate Plan in good shape? Here are some items to check on: Top 10 Estate Planning Mistakes & How to Avoid Making Them

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

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

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…

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…

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…