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The Terrible Surprise Of Your Estate Planning Not Working When You Expect It To.

The Terrible Surprise Of Your Estate Planning Not Working When You Expect It To.

There is nothing worse than checking something off of your list and knowing that you took care of it only to find out at the

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How Long Has It Been Since You Signed Your Estate Planning Documents?

How Long Has It Been Since You Signed Your Estate Planning Documents?

One of the challenges after you get your planning done is to review your planning to make sure that it is current. Unfortunately, a lot

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Estate Planning: A Worthy New Year’s Resolution.

Estate Planning: A Worthy New Year’s Resolution.

It is that time of year again. When the prior year closes and everyone is reflecting on what they want to get done and are

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Defining Family for Estate Planning Purposes

Defining Family for Estate Planning Purposes

While I was presenting the other day, a woman in the audience raised her hand and asked me to define what is a family for

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Why it is not enough just to have estate planning documents?

Why it is not enough just to have estate planning documents?

A friend of mine recently shared a story about what happened to her family, and it made me realize that it's not just enough to

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How often should I update my estate planning?

How often should I update my estate planning?

We are asked this question all of the time by our clients, as well as people in the community who come to our events. There

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When it comes to estate planning, we define “disability” or “special needs” in a very unique and client centered way.

When it comes to estate planning, we define “disability” or “special needs” in a very unique and client centered way.

A colleague recently asked me to do a blog on the definition of disability, and sent me an article that broke down the definition of

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Signs it’s time to update estate planning documents

Signs it’s time to update estate planning documents

Having outdated or incomplete estate planning documents leads to a false sense of security as we enter our senior years. Therefore, it is important that

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Estate Planning For Your Pets

Estate Planning For Your Pets

Many of us consider our pets to be like our children. When planning our estates, we always look to provide for our children after we

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Will the new tax bill affect estate planning?

Will the new tax bill affect estate planning?

The new tax law that went into effect in 2018 will ultimately provide very little impact for most individuals or families. The biggest change to

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Estate planning to-do check list for travel

Estate planning to-do check list for travel

Vacation season is quickly closing, and we find that many clients rush into our office just before the summer to make sure that their estate

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Estate planning in a changing workforce

Estate planning in a changing workforce

Estate planning has certainly changed tremendously in even just the last 15 years. Nowadays, it is common to have both parents working and not able

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