Latest Blog Posts

8 Estate Planning Things to do Before You Travel

Posted on: December 30th, 2012
Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip...

Naming a Guardian for Your Minor Child(ren)

Posted on: December 19th, 2012
Parents with minor children need to name someone to raise them (a guardian) in the event both parents should die before the child becomes an adult. While the likelihood of that actually happening is slim, the consequences of not naming a guardian are great....

Estate Planning for Young Families

Posted on: December 14th, 2012
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family is young, planning for the possibility is prudent and responsible. Also, estate planning does not have to be expensive . . ....

Planning For Incapacity and Long-Term Care

Posted on: October 26th, 2012
With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled for some time before we die and may need long-term care. ...

What and When Should You Tell Your Children About Their Inheritance?

Posted on: October 12th, 2012
Not many parents like to talk to their children about their wealth. How much money people have is usually considered a private matter, something it's not polite to talk about. But not talking to children about how much they may inherit can leave them unprepared to handle even a modest amount....
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