The ball has dropped, the confetti has been tossed and hopefully you’re recovering from the holiday fog. After weeks of celebrations and festivities, we come to that time of the season when we all start fresh…the new year. And with the new year comes resolutions. Did you make some new year’s resolutions? More and more Americans are choosing to NOT set resolutions. Why? Because you and I both know that the sooner we make them, the sooner we are bound to give up on them. Don’t believe me? Just look at the gym on January 2nd and 3rd compared to January 22nd and 23rd.Read More
It’s easy to think that only older folks need to think about estate planning. Younger adults think they have decades in front of them before health concerns, disabilities or death threaten their families. It’s true the elderly need to ensure their estate planning is in place, but planning should also take priority for those individuals who are young and healthy.Read More
With Thanksgiving only a few weeks away, our team wants to say “thank you” for being such a wonderful friend and client of our law firm.
This year we’ve reached more people than ever with our message of having “tough conversations” and the importance of having a plan that ensures your family, wishes and assets stay protected if the unthinkable happens.Read More
As entrepreneurs and small business owners, there are numerous hats you wear in a week’s time. It may feel as if you are stretched thin and pulled in every direction. Learning how to be efficient with your time and energy is critical and the key to a business owner’s success over the long haul. Here are 10 habits you can drop today to experience more success:Read More
Learn how to handle common difficulties in choosing a guardian.
If you’re a parent, part of your estate planning should include naming a guardian for your children. Many parents put off estate planning because they aren’t able to decide on a guardian. Should something happen to you as parents, the guardian you name would step in and take care of your children. If you have a named guardian, that person would be give the authority, baring any serious reason they shouldn’t, to take care of your child.Read More
As a young family, you spend your days chasing down missing stuffed animals, making snacks, trekking your clan from daycare to play dates to dance classes, and your nights are complete with bath time and bedtime stories. No doubt you have a lot on your mind and at the end of day, you are happy to say you survived. It’s no wonder that some of life’s necessities fall low on the priority list.
There’s good news! To cover your bases and protect your family, young parents don’t need anything fancy. A few simple steps can make the difference.Read More
On October 18, 2018, the VA is instituting rule changes that will make it more difficult for vets to qualify for existing benefits and protect their assets.Read More
Estate planning is an often overlooked element of financial wellness. More than 120 million Americans do not have proper estate plans to protect themselves or their families in the event of sickness, accidents, or untimely death. This costs many families wasted dollars and unnecessary hardship that can be minimized with proper planning.Read More
September is Healthy Aging Month and while your thoughts may turn to leafy green foods and more exercise, it's also the perfect time to assess the health of your aging Estate Plan. You may have seen to it that your Last Will & Testament was put in place.... twenty years ago! Maybe you took the time to designate a Healthcare Power of Attorney or someone to look after your finances....decades ago!Read More
Don’t scramble at the last minute to find vital documents and information.
No one wants to look for insurance cards, estate planning documents, or even phone numbers during a crisis situation. All of this takes precious time and focus away from being able to make the best decisions possible for your parents.
Many parents consider putting estate plans in place as a vital element for their family’s financial foundation; a means of protecting their loved ones from unnecessary stress, harm and distress in the event of a crisis. Yet many parents aren’t aware that getting an estate plan in place for college-bound students or adult children is just as important. As students start to head back to school, consider a few practical tips to help your child truly be ready for their academic careers.Read More
Having outdated and incomplete estate planning documents are the among top reasons that people approach their senior years with a false sense of security thinking everything will be taken care of if something happens to them. It’s just simply not true.
Again, there’s a very good chance that the estate plan mom or dad created 20 years ago will NOT work today to accomplish their goals or objectives. Most likely, their life circumstances have changed and are not accurately reflected in their documents.