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 maternal mental health issues and climbing suicide
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.
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 (if you have one). I am happy
What is a Power of Attorney?
One of the most common questions I get from people both online and in person is relating to Medical and Financial Powers of Attorney. Usually
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 (photos, videos,
Will You Be an Organ Donor?
I recently saw a viral post on Facebook from some caring folks about organ donation. The poster wanted everyone to know that organ donation was
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 comes to death of a friend or
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 you might be thinking? According to a
Don’t Leave Your Health & Welfare Decisions in “Jeopardy”
When Alex Trebek announced his cancer diagnosis, my first thought was that I hoped he had taken care of his legacy planning so he could concentrate on beating his disease and spending quality time with his family.
The Conversation Project: Removing the Awkwardness of Discussing Death?
I recently stumbled on an amazing website that I think could help a lot of families called The Conversation Project. There are some topics that are very hard to discuss, most especially money and death. Yet most people recognize it is important topic to cover as parents age and/or children are born and wishes need to be honored and protected. This site seeks to bridge some of those gaps to help people have these important conversations. Here is their message:
