General Estate Planning

In my line of work, I see lots of fighting. No, I don’t have an office ringside at a boxing match, but I often see folks with a family member that has passed away who either didn’t make their [...]

An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound [...]

​​​​​Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At the same time, it may relieve your loved ones’ burden in the [...]

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and [...]

Wills contain important information about who receives money, possessions, and property upon a person’s death. Who can view this information, and is it a public record?Once your will goes through [...]

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 [...]

In creating an estate plan, you are proactively taking steps to ensure that your assets will be distributed according to your wishes in the event of your death or incapacity.One tool available to [...]

Estate planning is an important consideration for all couples. However, for LGBTQ+ couples (or former couples), it may be more important than they realize to review their circumstances and see [...]

Safe housing that meets older adults’ needs is essential to healthy aging in communities. Many seniors with low, fixed incomes struggle to balance housing expenses with the costs of health care, [...]

People create wills to establish what happens to their money and assets when they pass away. In these estate planning documents, they can name beneficiaries – individuals who will receive money, [...]