February 19, 2024, is President’s Day. This is a great time to learn some lessons from our forefathers’ estate planning experiences. George Washington: Lessons for a Blended Family Washington, a (more…)
For many, a New Year’s Resolution may be to finally create your “Estate Plan.” You might be curious about using artificial intelligence “AI” or platforms such as Legal Zoom, Rocket (more…)
One of my New Year’s resolutions is to win the Lottery, which I am sure is the goal of many. What do we need to know if we win? Edwin (more…)
A Will If you die without a will it is known as dying intestate. While many believe that their close family members “know what they want”, it doesn’t necessarily go (more…)
You’ve written your will, created a trust, and you’re feeling as secure as a locked crypt. But wait! A phantom hitch might be lurking in the shadows, ready to haunt (more…)
Raising our children continues after the first 18 years! We want to ensure our values are instilled in them for their entire lives. Establishing an estate plan becomes of paramount (more…)
August means back to school! Today, instead of math or history, it’s all about planning for the future – estate planning to be exact! Question #1: True or false? Do (more…)
July is here along with heat and humidity. It is the perfect time to take a vacation. It is also the perfect time to make sure you have a plan (more…)
In honor of any upcoming June weddings, I’d love to share my estate planning checklists for newlyweds. Love is in the air, and so are your estate planning questions! Many (more…)
In honor of May’s flowers, Graduations and Mother’s Day, I’d love to share one of my favorite checklists for parents who have a new graduate in the family! The rules (more…)
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