Wills
A Lifetime Money Management System for Special Needs Children
For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special…
Leaving an Estate to a Surviving Spouse
Following the loss of a spouse or longtime partner, it is difficult to look past your grief. However, it is crucial to…
COVID-19: Changing Your Health Care Directives
Coronavirus pandemic forces us to assess our values, priorities, and overall health. The little COVID-19 clinical information relating to treatment options and…
Tips on Preparing an Estate Plan For a Blended Family
Inheritance distributions in blended families can be inequitable resulting in hurt feelings and possibly lengthy court battles. While you cannot legislate from…
A Guide for Understanding Advance Directives
Kevin was watching his wife Winnie in her nursing home room with tears in his eyes. The medical staff just finished inserting…
Add a Personal Property Memorandum to Your Will or Trust
When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like…
What Is Covered in a Will?
The legally binding directive declaring who will receive your assets upon death is called a will, and a will is an important…
Estate Planning Awareness Week: Don’t Fall Victim To These Common Myths
This week is Estate Planning Awareness Week. …
Short-Term Disability Insurance and Its Many Benefits
Imagine this scenario, an unwed middle-aged lady, Sandy, being the sole caretaker for her 85-year-old mother. Sandy still worked full time and…
Estate Planning for the LGBTQIA+ Community
To protect our loved ones and our assets, estate planning is important to any individual regardless of orientation. In the LGBTQIA+ community,…