Estate Planning
Your Will Isn’t the End of Your Estate Planning
Your estate plan isn’t finished just because your attorney has drawn up a will. Proper asset titling is the next step.
June 21, 2019
Blog Articles
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Durable Power of Attorney
Common Estate Planning Mistakes to Avoid
Here are a few things to avoid on your way to an appointment with a qualified estate planning attorney to discuss your own estate plan, and a couple of others to keep in mind once you get there.
June 20, 2019
Advance Healthcare Directives
What You Need to Know about Trusts for Estate Planning
Trusts fall into one of two main categories. The first category is composed of those that are established while the grantor (one who establishes the trust) is alive and are termed inter vivos (while living) trusts.
June 19, 2019
Estate Planning
Selling a Parent’s Home after They Pass
Dealing with the death of a parent is challenging but selling their home can be fraught with land mines, particularly if they die without a will.
June 18, 2019
Durable Power of Attorney
Power of Attorney: Why You’re Never Too Young
Although we all like to make our own decisions, there may come a time when we no longer have that luxury.
June 17, 2019
Advance Healthcare Directives
Complete Your Financial Plan with Estate Planning
The wish to leave our heirs with a legacy is powerful. Don’t leave them without an estate plan.
June 14, 2019
Asset Protection
How Do I Plan Financially with a Family Member with Special Needs?
Financial planning is daunting enough, but it becomes more complicated and critical when you have a child or family member with special needs.
June 13, 2019
Advance Healthcare Directives
What Can I Do When My Aging Parent Refuses to Give Up Control?
There are plenty of aging parents out there making life difficult for their adult children…
June 12, 2019
Advance Healthcare Directives
Do I Need to Update My Estate Plan if I Relocate for Retirement?
You may have a will or a full estate plan that was prepared by an attorney in another state, or perhaps you haven’t yet taken the important step of planning your estate.
June 11, 2019
Advance Healthcare Directives
The Conversation You Need to Have with Your Parents
Parents are often more than happy to offer financial advice to their children. They like to feel needed and want to make sure you’re on solid financial ground. However, it’s important to turn the tables and ask about their financial plans, too.
June 10, 2019