Your Legacy Is At Risk. Consider a Professional Trustee.20230308102423
Your Legacy Is At Risk. Consider a Professional Trustee.
March 8, 20230 comments
Your daughter, brother, friend, or neighbor may be perfectly capable of serving as your successor trustee, but there are many reasons they may not be ...
Does your estate planning team know the playbook? Try a family meeting.20221130113426
Does your estate planning team know the playbook? Try a family meeting.
November 30, 20220 comments
The family meeting communicates much more than just the details of your estate plan.Your loved ones won’t talk with you about your estate plan, becaus...
5 Most Common Estate Planning Mistakes & How To Avoid Them20220601170709
5 Most Common Estate Planning Mistakes & How To Avoid Them
June 1, 20220 comments
5 Most Common Estate Planning Mistakes & How to Avoid Them Estate Planning Mistake Number 1: Not having a planEvery year caring.com surveys A...
How to Maintain Family Harmony When You’re Gone20210803134548
How to Maintain Family Harmony When You’re Gone
August 3, 20210 comments
How to Maintain Family Harmony When You’re GoneWhen they first come to our office, most of our clients say that one of their highest priorities is min...
The 3 Biggest Challenges in Setting Up Your Estate Plan20210728111238
The 3 Biggest Challenges in Setting Up Your Estate Plan
July 28, 20210 comments
Only 30% of Americans have a Will or another kind of written estate plan in place. Compare that with the percentage of Americans who will die someday,...
What to Do When a Loved One Dies20210624122917
What to Do When a Loved One Dies
June 24, 20210 comments
I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had declined slowly over more than 20 years with early-onset Alzh...
The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)20210527151733
The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)
May 27, 20210 comments
What is a benefit of a revocable living trust?Bob and Edna Wyatt came to see us when Bob’s health began to decline. An important part of their estate ...
Is it time to re-allocate some of your assets?20210427111910
Is it time to re-allocate some of your assets?
April 27, 20210 comments
A New Interest Rate EnvironmentMost people hold bonds as a conservative posture in their portfolio because they are perceived as steady and consistent...
Why you should barely notice a good estate plan in an emergency.20210312091131
Why you should barely notice a good estate plan in an emergency.
March 12, 20210 comments
My friend and her husband arrived at the surgery center on a sunny Friday morning. She had tucked the envelope with his medical directives in her purs...
How to Avoid Estate Planning and Probate Scams20210121114026
How to Avoid Estate Planning and Probate Scams
January 21, 20210 comments
How to Avoid Estate Planning and Probate ScamsHow disappointing and frustrating it would be to spend thousands of dollars on an estate plan to protect...