Wills

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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October 7, 2021

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…

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August 12, 2021

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,…

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