Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because probate involves the court system, most (more…)
We plan for our homes, savings, even who gets the good china. But have you thought about what happens to your online life when you’re gone? These days, we live (more…)
As our parents get older, many of us step into new roles: part chauffeur, part medication manager, part tech support (“Mom, that’s not how FaceTime works…”). For many families, one (more…)
Over the years, I’ve met many wonderful couples who run a business together—some out of passion, some out of practicality, and most with a bit of both. If that sounds (more…)
As summer approaches and vacation plans take shape, it’s the perfect time to think not just about where you’re going—but how to prepare for the unexpected while you’re away. Whether (more…)
Do you know which of your accounts have beneficiary designations, like transfer-on-death (TOD) or payable-on-death (POD)? Have you updated them recently? Do you know what could go wrong if there (more…)
Think asset protection is just for the wealthy or high-risk professionals like doctors and lawyers? Think again! Anyone can face a lawsuit from a car accident, foreclosure, unpaid medical bills, (more…)
Having just returned from a conference on the West Coast, I had plenty of time and gave a lot of thought to all of my accumulated frequent flier miles. As (more…)
Valentine’s Day is for showing love and affection. By preparing a will and other estate planning documents, you can ensure your loved ones are well taken care of now and (more…)
Let’s Resolve to Review Your Estate Plan in 2025 The new year provides a timely opportunity to review your plan and ensure that life changes—such as marriages, divorces, or new (more…)
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