Don’t Miss Out on Estate Planning Opportunities
November 25, 2022
No Comments
People often overlook critical steps when they are doing their estate planning.
Our Blog
Should I Have a Do-Not-Resuscitate (DNR) Order?
November 23, 2022
No Comments
It’s important to include both your health care provider and family members when discussing a living will and the choice to have CPR or do-not-resuscitate (DNR) orders.
Did Tom and Giselle Sign a Prenuptial Agreement?
November 22, 2022
No Comments
How will Tom Brady divide their assets and fortune? Did they sign that prenup?
Should I Know About Advance Directives?
November 16, 2022
No Comments
Advance directives typically consist of a living will and a power of attorney for healthcare.
Who Should I Name as a Co-Trustee?
November 14, 2022
No Comments
Unlike a last will and testament, a revocable living trust is effective during your lifetime.
Factors to Consider when Picking a Fiduciary
November 10, 2022
No Comments
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
What Is Upstream Planning?
November 8, 2022
No Comments
Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
Can Unequal Inheritances Be Fair?
November 2, 2022
No Comments
The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.
Top 10 Success Tips for Estate Planning
November 1, 2022
No Comments
Estate planning is one of the most important steps you can take for yourself and your loved ones.
How Do I Ask My Parents About Their Estate Plan?
October 26, 2022
No Comments
Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.
Recent Posts
Join Our eNewsletter & Blog Digest
