We’re open, working remotely, and we’re here to help. Schedule your consultation.

I Don’t Have Young Kids, So Why Do I Need an Estate Plan? Part 2

Last month, we shared the first part of our series on the importance of estate planning for those without young children. If you haven’t read it yet, you can do so here. In part two, we discuss the other risks involved for those who forego estate planning. Someone will have power over your health care Estate planning isn’t just about passing on your assets when you die. In fact, some of the most critical parts of Read More

5 Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, many people put it off until their senior years, or simply ignore it all together, until it becomes too late. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones you leave behind. While not having any estate plan is the biggest blunder you can make, even those who do create a plan can run into trouble if they Read More

I Don’t Have Young Kids, So Why Do I Need an Estate Plan?

It’s a common misconception to think that if you don’t have children (or your children are adults,) you don’t need to worry about an estate plan. The fact is, it is just as important to have a plan if you don't have kids, or if they're over age 18 as it is when they are young. The specifics of your unique plan might be different, but everyone needs a plan. Some of the common thoughts behind this mistaken belief may Read More

Key Differences Between Wills and Trusts

When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option. And if you rely on a will alone to pass on what matters, you’re guaranteeing your family has to go to court when you die. In contrast, other estate planning vehicles, such as trusts, which used to be Read More

Lessons learned from an Emergency: He Said

Back in January, my wife, Paula wrote about my holiday adventure with the emergency room (ER.)  In response to that email, I received an outpouring of ‘get well’ wishes from concerned clients.  When I started this firm (20 years ago this year,) I wanted to build a firm that valued client relationships, one where I would not only be a valuable resource to my clients, but someone to whom my clients could turn in times Read More

Pay for School with an Education Trust: 18 Tips in 18 Days for ’18

Today’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It can be challenging enough to put aside sufficient savings for a single child’s education, but for multiple kids, the price tag can make donating a kidney for extra cash seem downright reasonable! In fact, a survey by The College Board found that the “moderate” cost for all expenses (tuition, fees, books, room Read More

Ready to Write Your Will? Consider This Before You Go It Alone or Online.

A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an integrated plan that ensures your family stays out of Court and out of conflict when something happens to you. Writing your own Will. Don’t think you can just write your own Will and that will help your family. Instead, consider the reality that trying to do so could actually Read More