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…)
An estate plan consultation is your chance to meet a lawyer to discuss your goals and concerns for your family’s future. During that meeting, you may review your assets and (more…)
Imagine this scenario: Wendy spent her life creating a nice asset portfolio. The assets are at a bank (let’s call it “Sun-bust”.) She named her husband as her initial beneficiary (more…)
Remember The Brady Bunch? The “Blended” family dynamic has become the new normal, but very different than the Brady Bunch Family of 1970’s TV. Today many families are “blended” and (more…)
As a new year arrives, many people will resolve to finally complete an estate plan that they have had on the “back-burner” for ages. But please don’t rush to complete (more…)
Estate planning can be an unsettling process, but it is a blueprint for “peace of mind.” Everyone from Uber drivers to the Uber wealthy should have a plan in place. (more…)
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