Estate Planning Services
NEWS and ARTICLES
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…
READ MORE →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…
READ MORE →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…
READ MORE →What is a Power of Attorney?
One of the most common questions I get from people both online and in person is relating to…
READ MORE →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…
READ MORE →Facebook Uses AI to Determine User Death
Facebook plans to use artificial intelligence to help it be more sensitive of its members’ feelings when it…
READ MORE →Why Advance Directives are Essential: NHDD
Next week (Tuesday the 16th) is National Healthcare Decisions Day (NHDD). Why is such a day necessary or even important…
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