» Estate Planning

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

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

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

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

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

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

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

A common question many people ask is: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” Yes, you can. But you should not. It’s just not a goo… Read More