10 Non-Finanical Estate Planning Issues to Consider

10 Important Conversations to Have When Estate Planning Estate planning is about more than just dividing assets—it’s about ensuring your loved ones are cared for, your values are honored, and your wishes are carried out. Whether you’re planning with your spouse or on your own, these 10 topics are crucial to consider. Having these conversations…

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Blended Families Require Different Estate Planning Tactics

With Thanksgiving this week, I thought we’d post our blog early. This also seemed like a good time to discuss family, especially blended families which are becoming more and more common these days. According to the American Psychological Association, 40-50 percent of married couples in the United States divorce. The divorce rate for subsequent marriages…

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4 Reasons: Estate Planning is a Final Act of Love

estate planning is an act of love

Very recently, a close friend’s wife lost her Father. Though his health was not the best, his decline was rapid and unexpected. The family, particularly her Mother, struggled to make choices that honored him, their culture and other family members’ suggestions. To put it plainly, it was chaotic, stressful and unsettling. With Valentine’s Day approaching…

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Who Should I Choose as Guardian of My Children?

estate plan for single parent

That is one of the hardest questions for people to answer. Looking at my current list of open cases, I have three or four clients that have not been able to finish the planning process because of this very issue. While the estate planning process usually only takes a few weeks to complete, I have…

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