Estate Planning: Why This Topic Is for You
When the topic of estate planning comes up, many people assume incorrectly that the conversation doesn’t apply to them. They hear “estate”…
Estate Planning: Wills & Trusts, and Which One Is Right for You
Sam and Barbara have put off having serious conversations about their estate planning for way too long. Luckily, both are in great…
Is Everything in Order?
Before you leave on your next trip, do you have everything in order? Trips are fun, (you know how I love to…
It Takes Guts
My job involves asking difficult questions. The questions are hard because they are about things none of us want to think about….
Choosing an Executor
The best way to begin the task of choosing an Executor is not necessarily to look for a family member you trust…
Who Can You Trust?
When creating a will or setting up a Trust, you will need to choose someone or a corporate Trustee to carry out…
What Trustees Do and Why You Need to Know
Whether you are selecting a Trustee for a Trust you are establishing or if you are being asked to be a Trustee…
Reasons You May Want a Living Trust
Control The Living Trust allows you to choose who manages your assets during your lifetime, even if you become incapacitated, and even…
New Medical Power of Attorney Form
Beginning January 1, 2018, there is a new Medical Power of Attorney form. If you click on this link, you can download…
Planning for Success
It is summertime, vacation time, and transition time for families and their children. For youngsters it may mean preparing to start school,…