Blog
Give the Gift of Peace of Mind
Ready to get started & join our newsletter?Part of estate planning involves deciding how much you want to give away while you’re alive. Many people get a lot of joy from seeing their loved ones receive cash gifts. In some sense, that’s infinitely more gratifying...
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What You Need to Know About Probate
If you’re thinking about having your estate plan done, one term you will hear over and over again when you talk to professionals about it is “probate”. What is probate? Your estate must go through the probate process if you have certain types of assets. Other assets...
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Designating a Guardian for Your Children
Today we want to share some practical considerations with you--things you should consider before naming one or more people to serve as guardians for your children. The intent is to encourage you to engage in proactive planning, and also to take some pressure off of...
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6 Estate Planning Questions You Should Ask Yourself Every Year
If you have not revisited your estate plan this year, ask yourself these 6 questions: 1. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? 2. Are your assets being tracked so that if anything happens to you, your family...
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Give the Gift of Estate Planning
Now is the time to give the gift of estate planning to those you love. This is a gift that will last a lifetime and beyond - and one your family will thank you for! It’s my mission to make sure your family makes the very best legal and financial decisions and is...
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Probate & Trust Administration – What to Do First
Have you been named the executor of someone’s estate or the Trustee of a Trust? This is a very important role and the appointment reflects their trust and faith in you to follow their wishes. There are a number of details and important deadlines. Immediately following...
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What Is a Special Needs Trust?
How to Care for Children with Special Needs Through Estate Planning. For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and...
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Give A Gift That Will Last A Lifetime and Beyond
Now is the time to give the gift of estate planning to those you love. This is a gift that will last a lifetime and beyond - and one your family will thank you for! It’s my mission to make sure your family makes the very best legal and financial decisions and is...
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What is a POLST and do I need one?
In estate planning, the decisions we make about our health care directives in the event of illness or injury protect our wishes even if we are unable to communicate them. In most cases, an individual will appoint someone, a loved friend or family member, to ensure...
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