Planning for Charitable Giving The gravity of the word legacy often triggers thoughts of financial assets and property, but your legacy is much more than what you own. While property and assets [...]
When I started my practice in 2002, we didn’t even have a way for someone to pay with a credit card – which was fine since most of my clients preferred to use checks. Twenty years later, not only [...]
When I visit with clients who are returning to update their wills, I will often ask if they’ve taken the time to talk with their children about the documents they executed. “Oh, no, but they know [...]
So many scary stories told around Halloween involve a ghost with unfinished business left on earth. While maybe not as exciting as Hollywood plot lines filled with haunted mansions and scorned [...]
As the holiday season approaches, families are gathering to celebrate traditions, create memories, and exchange gifts. For young families, the holidays take on an added layer of magic as they [...]
Although in many situations the advantages outweigh the disadvantages when selecting beneficiaries, there are always exceptions.What Is a Beneficiary?Beneficiaries are individuals who you select [...]
According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan.The primary reasons respondents gave for not participating in estate [...]
Aging is an inevitable reality for everyone. As part of this, many adults engage in long-term planning in anticipation of their later years. But, for many in the LGBTQ+ community, there is [...]
