» Estate Planning

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How COVID-19 Might Change Your Health Care Planning and Directives

Since the beginning of the coronavirus pandemic, we have been forced, as individuals, to assess our values and priorities along with our overall health. The COVID-19 clinical information relating to treatment options and likely outcomes based on pers… Read More
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Filial Responsibility: Should Your Children Be Required to Pay for Your Care?

Nursing home care is expensive; it’s fair to say it is astronomically expensive. Costs can run $7,000 or more per month, depending on location. Hundreds of thousands of people presently need that kind of care, and the numbers are rising. Ten thousa… Read More
Update Your Estate Plan t…

Update Your Estate Plan to Cover Pandemics

The World Health Organization (WHO) gave name to the disease causing the novel coronavirus outbreak on February 11, 2020. The coronavirus disease of 2019 shortly after became known by its abbreviation, CO for corona, VI for virus, D for disease, and… Read More
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Do You Have Your Financial Information In Order?

Preparing and organizing your financial information now before you are no longer capable will bring peace of mind to both you and your loved ones. It will ensure proper management of your financial situation and afford control over your end of life a… Read More
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Understanding Estate Planning

You may think that estate planning is for the very wealthy; however, for a better understanding of estate planning, you should know that it is actually for everyone. In the eyes of the law, an estate is simply the aggregate of property a person owns,… Read More
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Passing On Personal Property

You feel good that your estate plan is all set. It will take care of your home, savings, and investments, making sure that your family will get those valuable estate items fairly and efficiently. Depending on the level of planning, your plan might al… Read More
3D illustration of a fountain pen and a golden stamp with the text fiduciary duty.

What It Means To Become a Fiduciary

In your lifetime, you may be asked to act on behalf of a family member or friend. This could be being named as agent under a power of attorney, as executor under a will, or as trustee for a trust, for example. Then, if that person who named you becom… Read More
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Blended Families And Estate Planning

Estate planning for blended families is a complex subject. Many couples often bring children into a marriage from a prior relationship, and sometimes they also then have children together. This mix of children and new spouses is referred to as a blen… Read More
get things done or start doing things now anti procrastination concept on blackboard

Seven Bad Excuses People Use to Put Off Estate Planning

Can’t we put off planning until we can afford it? My family and I don’t own much. You really shouldn’t. It is crucial to give legal authority to a person of your choice whether to make decisions for you in a medical crisis, to handle your finan… Read More
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The Importance of Talking to Your Kids About Their Inheritance

Failing to talk to kids about how much they may inherit could leave them unprepared to handle even a modest amount, and often results in the money being squandered quickly. Read More