Estate Planning Services
NEWS and ARTICLES
Best Places to Keep Real Estate Deeds
Real estate deeds (a.k.a. title or house deeds) are written legal documents that show who owns a certain…
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Breast Cancer & Legacy Planning
It’s Breast Cancer Awareness Month and thankfully we have made a lot of solid progress towards saving the…
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National Estate Planning Awareness Week 2021
You may have heard me say more than once that an estimated 56 percent of Americans do not…
READ MORE →The Opioid Epidemic: Using Targeted Trusts
The Opiod Epidemic is back in the news, and is still far reaching in our communities across the…
READ MORE →Why Unmarried Couples Need Estate Planning the Most
If you have ever watched Judge Judy on TV, you may have heard the iconic judge tell couples…
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Who Knew? August is Make a Will Month!
Estate Planning is really legacy planning. How would you like to leave your mark on your family — maybe even your community? This is your chance to decide instead of having state and/or government law decide for you.
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Protecting Beneficiaries with a Third Party Trust
We are seeing more and more that our nation is struggling with mental illness with the acknowledgment of…
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How Fathers Shape Estate Planning for the Family
Great dads have a vision and goals for their loved ones and a basic plan for how to get them to reach these goals. I believe part of this responsibility is having a legacy plan that takes care of those whom you love even after you are gone.
READ MORE →10 Non-Financial Estate Planning Issues to Consider
Here are 10 important topics to consider when estate planning — good conversations to have with your spouse…
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What is a Power of Attorney?
One of the most common questions I get from people both online and in person is relating to…
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Why Sharing Your Digital Passwords is Critical
As more and more of our lives move online, it is becoming critical to document information about accessing your online accounts and assets (bank accounts, brokerage accounts, photos, videos, etc.). Making sure you leave account information and digital passwords is critical. Why?
READ MORE →Will You Be an Organ Donor?
I recently saw a viral post on Facebook from some caring folks about organ donation. The poster wanted…
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