COVID-19 Estate Planning: A Journey, Not a Destination

estate planning and COVID

Estate Planning is a Journey, Not a Destination, Especially During COVID-19 A lot of people are contacting me because they are scared of COVID-19 and want to be prepared just in case. They come because they know they should act responsibly, but the problem that has kept them from making an appointment before continues to…


Why a Single Parent Should ALWAYS Have an Estate Plan

estate plan for single parent

Recently, I learned of a colleague asking for assistance with a sticky situation. His client, a single parent, passed away and an online fundraising account was established, with the funds going to an account in one extended family member’s name. That family member has now left town after gathering money in the name of helping…