5 Mistakes That Parents of Children with Special Needs Often Make
Parents of children with special needs are heroes. There are so many things that they instinctually know how to handle, mainly because…
What’s a Legacy Interview?
When people think of estate planning, they naturally focus on preserving and passing along their money and real property to their family….
Be mindful of the sentimental stuff in your estate planning decisions
After her mother’s death, a client told me that her father wanted to know which household furnishings and personal items she wanted….
Crafting an Estate Plan for a Second Marriage
After the death of a spouse or a divorce, it is common for people to marry again. This is a wonderful blessing…
Do You Have an Asset List? Here are 10 Things to Include on It
We have talked about and written on everything and anything about estate planning over the years. And we are happy to report…
Including Pets in an Estate Planning Strategy If You Have Been Diagnosed With Alzheimer’s Disease
When you have been diagnosed with Alzheimer’s disease, it is important to have an estate planning attorney in your corner who has…
The SECURE Act: How it Changes Retirement and Estate Planning
There’s been quite a bit of buzz in the news recently about the Setting Every Community Up for Retirement Enhancement (SECURE) Act…
Incapacitated: What happens if you’re out of it?
When Frank started his company five years ago, he did what most passionate sole proprietors do and dove in headfirst. He was…
Why Is Flexibility in Estate Planning so Important?
Last month, we shared a good chunk of the questions we ask our clients during the estate planning process. The goal is…
Estate Planning: Asking the Right Questions Now to Protect Your Loved Ones Later
When we first meet with clients to discuss their estate planning strategy, many are noticeably floored by the number of questions we…