Are You Making These Big Money Mistakes?

The more financial errors you avoid making, the more money you’ll be able to keep in your pocket—or in your retirement coffers.

November 19, 2019

Estate Planning for Digital Assets

When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets—and they also deserve your attention.

October 28, 2019

Protecting Kids from Too Much, Too Fast, Too Soon

Should inheritance be spent on sports cars and jewelry?

October 7, 2019

‘Someday’ Is Sooner than You Think

Almost every day I hear someone mention the topic of caring for aging parents. It seems only yesterday that my friends and I were swapping colic-coping methods, survival techniques for the terrible twos and picky eater solutions.

October 4, 2019

Can I Create POA without Giving Up Control?

Disability can strike suddenly and is one of the reasons appointing an agent on your behalf to act when you cannot, is so important.

October 3, 2019

The Decedent’s Debts: Who’s on First?

Nursing home expenses and even funeral bills might initially be ignored or delayed during a time when survivors are seriously concerned about final VISA or Mastercard bills.

October 1, 2019

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.

September 17, 2019

What Does the Tax Cuts and Jobs Act Mean for My Estate Plan?

The Tax Cuts and Jobs Act signed into law in December 2017 could have a big impact, not only on estate tax planning but also on income taxes derived from unrealized estate tax consequences.

September 16, 2019

How Power of Attorney Can Help Unravel an Estate Mess

Your daughter owned a home. She died, leaving one child. No changes have been made to the house title, but the mortgage company refers to her estate and the tax assessor has put her son on the tax account. You desire to help sort out the situation and think the power of attorney will help.

September 12, 2019

Think of Estate Planning as Stewardship for the Future

Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.

September 11, 2019

Our Estate Planning Blog

Are You Making These Big Money Mistakes?

Estate Planning for Digital Assets

Protecting Kids from Too Much, Too Fast, Too Soon

‘Someday’ Is Sooner than You Think

Can I Create POA without Giving Up Control?

The Decedent’s Debts: Who’s on First?

How Do I Plan Financially with a Family Member with Special Needs?

What Does the Tax Cuts and Jobs Act Mean for My Estate Plan?

How Power of Attorney Can Help Unravel an Estate Mess

Think of Estate Planning as Stewardship for the Future

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