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Checking up on Your Estate Plan
December 21st, 2020
You should be checking up on your estate planning documents every so often to make sure they’re still good—especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, prope…
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Categories: Estate Planning
What are the Differences Between Wills and Trusts
December 10th, 2020
Trusts and Wills have specific and quite different benefits for estate planning purposes. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should comp…
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Categories: Estate Planning
Four Estate Planning Steps to Take Right After an Alzheimer’s Diagnosis
November 23rd, 2020
If you or a loved one has been diagnosed with Alzheimer’s disease, it is important to start planning immediately. There are several essential documents to help you once you become incapacitated, but if you don’t already have them in place, you ne…
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Your Turn: Complete Your Estate Planning Checklist
July 28th, 2020
Earlier this year, I focused on some deeper questions to ask yourself about your estate plan. But let’s take a step back. Let’s get back to basics. Let’s go through an estate planning checklist. Basic Estate Planning Checklist Revie…
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Categories: Estate Planning
Tuition, Books, and an Estate Plan: Preparing Your Young Adult for College
July 14th, 2020
It’s mid-July, and in any other year, this would be that exciting time as rising college freshmen prepare to go to college. Stores would be full of dorm room décor and organizational tools, college towns would be gearing up for an influx of new re…
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Putting Inclusivity Into Estate Planning: A Story for Pride Month
June 1st, 2020
In late June 1969, police once again raided the Stonewall Inn in New York City. A community that had been oppressed for too long finally spoke out more loudly and more visibly than ever before, and the Stonewall Uprising and riots began. Change began…
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Categories: Estate Planning
What Should You Consider in Reviewing Your Estate Plan?
May 29th, 2020
As our lives shift and change these days, while we are focused on the wellbeing of ourselves and our families, it’s especially a good time to review your plan. Here are six key questions to ask yourself in that review.
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Family Legacy: It's Not Just About Money
July 6th, 2019
Today is National Fried Chicken Day. According to the write-up on National Day Calendar website, the tradition of deep-frying chicken came to the United States by Scottish immigrants. For me, however, the tradition was not one from my Scottish relati…
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Categories: Estate Planning