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Tips for Talking to your Parents About Estate Planning

How to Talk to Your Parents about Their Estate Plan  Conversations about death and dying are...

Why You Need to Know About Palliative Care

“Why You Need to Know About Palliative Care” September 28th, 2021 by Catherine Hammond...

Preparing Your Beneficiaries for Their Inheritance

“Preparing Your Beneficiaries for Their Inheritance ” A good estate planning attorney...
Family Funeral Planning

How to Maintain Family Harmony When You’re Gone

“How to Maintain Family Harmony When You’re Gone” When they first come to our office,...
What is the Cost of a Do-It-Yourself Will? It Could Be Everything.

The 3 Biggest Challenges in Setting Up Your Estate Plan

Only 30% of Americans have a Will or another kind of written estate plan in place. Compare that...

To Roth or not to Roth

Tax advantages for IRA conversions A good financial advisor will use different tools available in...
What to Do When a Loved One Dies

What to Do When a Loved One Dies

I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had...

The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)

What is a benefit of a revocable living trust? Bob and Edna Wyatt came to see us when Bob’s...

Is it time to re-allocate some of your assets?

A New Interest Rate Environment Most people hold bonds as a conservative posture in their portfolio...