Navigating the Sandwich Generation with Ease

July is Sandwich Generation month. If you've never heard of it: the average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation:  often still raising kids at home when they become responsible for the care of their own aging parents. The stress and financial strain of managing the affairs of both children Read More

Art Reflects Life: What we can learn from ABC’s Modern Family

Art reflects life. Even a humorous television sitcom such as ABC's Modern Family touches on serious issues like guardianship and asset protection. A comprehensive estate plan can protect the things that matter most. For most, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including such Read More

Three Health Care Documents You Need to Include in Your Estate Plan

Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health care documents in your estate plan can ensure your decisions are always your choice, even if you cannot speak for yourself. Health care documents that clearly state your wishes should be included in your comprehensive estate plan. Here are three Read More

Family Values: How to Continue them for Generations

With just a little effort, we can preserve our family values for generations to come. Most of us want to make a mark in the world. That’s a big part of what gives our lives meaning. And whether or not we have children, our history and stories can be a unique and irreplaceable gift to our families. Who shares your family values? It can be difficult to pass on our traditions and our values, however, especially when we Read More

Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead!

If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does more harm than good. Something no parent wants. Giving outright ownership of our assets to the kids could put everything you’ve worked so hard to leave behind at risk. Why, how and what can you do about it? Let me share Read More

The 4 Key Life Skills Your Children Need to Have Before They Inherit

The lunches are made, the backpacks are packed. You’ve successfully sent your child off to meet the challenges of school. It is in school where they will learn to read and write, to socialize and learn how to navigate friendships. Our role as parents is to teach our children the skills learned outside of the classroom - life skills; how to face disappointment, right from wrong, and how to manage money, just to name a Read More

Build Your Child’s Back-to-School Resilience to Support Their Ultimate Success

If you are like most parents, your primary objective is to support your children to be prepared to handle the pressures of adulthood. If you have wondered what the most important thing you can do now to support your child is, this article has answers and they may not be what you think: If there is one human trait which helps to navigate all of life’s stages, it is resilience. Resilience is the ability to bounce Read More

Things You Should Never Put in Your Will

A will is a vital estate planning document, and allows you to distribute your assets and property according to your wishes. However, there are several items that should NOT be included in a will: Property held in a living trust or joint tenancy - property deeded to a living trust cannot be willed to someone else, and a will cannot change the right of survivorship in joint tenancy, which passes to the joint tenant by Read More

Estate Planning for the Blended Family

Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task, especially when it comes to estate planning.  With a majority of Americans not only marrying once, but twice, three or even four times during their lives, it is a challenge that will come to many. Even when blended family members get along, estate planning can be complicated. The potential for acrimony among Read More

More About Your Estate Plan

The revocable living trust is the basic building block of most estate plans. It’s the tool that allows your estate to avoid the expense, delay, and uncertainty of probate court, and it is the tool that can hold just about any of your assets. While revocable living trusts are ubiquitous in the world of estate planning, it seems that many people are still confused about them, so we are going to clear up a few commonly Read More