Give the Gift of Peace of Mind

Give the Gift of Peace of Mind

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 than letting the gifts occur after your death. ...

What You Need to Know About Probate

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...

Designating a Guardian for Your Children

Designating a Guardian for Your Children

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 you. ...

6 Estate Planning Questions You Should Ask Yourself Every Year

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...

Give the Gift of Estate Planning

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...

Probate & Trust Administration – What to Do First

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...

What Is a Special Needs Trust?

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...

Three Health Care Documents You Need to Include in Your Estate Plan

Three Health Care Documents You Need to Include in Your Estate Plan

Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health care documents in your estate plan can ensure your decisions are always your choice, even if you...

The Importance of Estate Planning after Divorce

The Importance of Estate Planning after Divorce

If you are considering a divorce, it’s critical to understand the impact of your divorce on what would happen in the event of your incapacity or death, either during the divorce or once your divorce is finalized. Unfortunately, many divorce lawyers do not give any...

How Facing Your Death May Increase Happiness During Life

How Facing Your Death May Increase Happiness During Life

Bhutan is an independent state in Southeast Asia, bordered by China to the north and India to the south.  Nestled in the Himalayas, Bhutan is the last remaining Buddhist state in the world. But one of the most unique aspects of Bhutanese government is the country’s...

Marriage Equality & Estate Planning

Marriage Equality & Estate Planning

In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide finally enjoy marriage equality. And, whether you are legally married in the eyes of the law, or not, there are important additional legal planning steps you need...

Give A Gift That Will Last A Lifetime and Beyond

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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