Chronic Illness & Estate Planning
Sean Connery passed away in his sleep at age 90 after suffering from dementia. One in three seniors dies with Alzheimer’s or another dementia, according
Guest Post: Financial Mistakes to Help Seniors Avoid After the Death of their Spouse
Seniors who have lost their spouses are going through the process of grieving, but life around them continues to move forward. As nice as it
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.
6 Estate Planning Myths Debunked
US News and World Reports wrote an excellent blog post detailing the six most common estate planning myths people face when dealing with estate planning. I
Estate Plan: Party of One
Estate Plan: Party of One We often hear how hard it is for clients to choose from various family members to execute an estate plan,
Happy Mother’s Day: Celebrate, then Plan
You’ve made brunch reservations and bought flowers. The kids have made a special card and you bought her favorite perfume or other special gift. Mother’s
4 Reasons: Estate Planning is a Final 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
DIY Estate Planning: Have You Really Taken Care of Everything?
Just this week I visited a man (let’s call him “Rick”) in the ICU. What started out as a nice spring motorcycle ride with his
Why Your 18 Year Old Needs a Will
You may have noticed we are pretty passionate about making sure our clients are properly prepared. We like them to get rid of the worry
Probate Series (Part 1): What is Probate
Probate is a court supervised process that takes place after someone dies. The word “Probate” derives directly from the Latin verb probare, which means to try,
