Think of a Divorce as an Important Transaction

By |April 18th, 2017|

Whether you’re fighting over a modest bank account, debt, or lots of valuable assets, divorce is still a transaction. Some are more difficult and cumbersome to get through than others, but all involve finances and emotions. As for a high-asset divorce, it must be thought of as a business transaction, and each party should be […]

Three Myths About Estate Planning

By |March 9th, 2017|

Thinking about planning for your death is difficult, but it’s made much simpler with a few myths about estate planning cleared up.

First Myth: Estate planning is only for the wealthy

This is a common misconception. Regardless of the total value of your estate, if there is anything in your estate it is worth planning. Just because […]

When to Update Your Will

By |March 8th, 2017|

While you may have prepared your will and set out your estate plan long ago, your life has not stood still, so neither should your estate planning documents. Regularly reviewing and updating your estate plan will help ensure parts will not become obsolete.

When you should update your estate plan:

Every few years as needed.

After major life […]

First Steps Following the Death of a Loved One

By |March 7th, 2017|

The death of a loved one is an emotional and difficult time. Facing such a loss causes many to want to hide and process their grief in private. Immediately following a loss, however, there is much to be done. If you have recently lost a loved one, or anticipating a loss in the near future, […]

What are your estate planning goals?

By |January 11th, 2017|

With every new estate planning client, the most important we ask question is: What are your estate planning goals? Every client is different. Every Estate Plan is therefore different.

A few common estate planning goals are:

Planning and Providing for Loved Ones.

This is probably the most common estate planning goal. Most people elect to plan their estate […]

New Years Resolution – Take Care of Mom’s Estate

By |December 20th, 2016|

It’s all too common a story when someone discovers they need to administer a loved one’s estate, via probate or trust administration, when they need to do something to the house. If you inherited a house and the deed was never changed, chances are you have some work to do. You may have been putting […]

New Years Resolution – Prepare an Estate Plan

By |December 7th, 2016|

What’s the most important thing on your New Years Resolution List for 2017?
Its something most people put off until it’s urgent or too late, but an estate plan is one of the best things you can do to protect yourself and your family. You may know you need one, you may think you’re too young […]

Estate Planning and the Holiday Season

By |December 6th, 2016|

The holiday season reminds us of why it is important to prepare an estate plan. It is a season to reflect on family relations and friendships. It is also a season of stress. Here are just a few ways this holiday season might inspire you to prepare or update your estate plan:

1. Loved Ones.
Spending time with […]

3 Estate Planning Pitfalls to Avoid

By |November 4th, 2016|

Planning an estate may seem simple, or may seem unnecessary for those with average or modest assets. Planning an estate is necessary for anyone who owns assets. But, planning an estate properly is the key.

Here are 3 pitfalls to avoid to make sure your estate is planned properly:
1. Don’t use a template.
Templates oversimplify the complexities of […]