Wills

September 29, 2022

Living Wills: Ten Things You Should Know

Unlike last wills and testaments, living wills do not pass assets and property after death. Instead, it is a mechanism to communicate…

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September 1, 2022

What You Need to Know About Medical Advance Directives

There is no one who wants to think they may be incapacitated by illness or trauma. Every day, people face this problem….

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May 19, 2022

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…

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March 17, 2022

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…

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February 3, 2022

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…

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January 6, 2022

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…

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December 16, 2021

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…

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December 2, 2021

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…

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November 25, 2021

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…

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October 18, 2021

Estate Planning Awareness Week: Don’t Fall Victim To These Common Myths

This week is Estate Planning Awareness Week. …

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