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?
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
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
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
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
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
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
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Having outdated or incomplete estate planning documents leads to a false sense of security as we enter our senior years.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
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
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
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
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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