April 18, 2013

Family Legacy Planning

Most of us spend a lot of time planning how to pay for a college education for our children, weddings, that car we always wanted and retirement. We all spend a significant amount of time planning for the long awaited vacation that will last only a few days of our lives. Some even have given thought to long term care planning. So, while planning for the BIG things and keeping our house in order, have you stopped to think about the steps to ensure that your legacy will be carried out?

Estate and Trust Administration

March 18, 2013

Protecting Your Assets from the Cost of Long Term Care – Part 2: Are Wills the Solution?

While you read this you may think you don’t have an “estate” but if you have any combination of bank accounts, investments, real estate, business interests, life insurance policies, personal property, jewelry and collections of any sort, you will want to protect these things that really do matter. The cost of long term care without a plan could cost you and your loved ones. Simply put, a will isn’t enough!

Estate and Trust Administration

March 1, 2013

After the Fiscal Cliff: What’s New for 2013?

As an estate planner, we have been telling clients for decades that once the scheduled changes took place, we would need to revisit their plan to ensure it still does what the clients wants it to do. Now the changes are resolved and are as permanent as they could be at this moment.

Estate and Trust Administration

January 2, 2013

Trust University – All of the Trust Questions You Were Afraid to Ask

A trust is an agreement that you have with yourself that sets out the instructions for how your money will be managed both during your lifetime and after your passing. In many cases, individuals will benefit from having a trust, but not everyone needs to have one.

Estate and Trust Administration

December 18, 2012

Lesson Learned from the Rich & Famous – Estate Planning

Planning ahead for your own death is a difficult step to take because no one wants to believe it can happen to them; but it will happen. By giving some careful thought to your goals for your beneficiaries, you will be confident that you are really protecting what matters.

Estate Planning

August 28, 2012

Protecting Your Virtual Estate

As more and more of our lives are put online, estate planners are contending with how to advise clients to secure and transfer their virtual estates. The body of nontangible, digital assets people create and store on their computers and the internet is growing by leaps and bounds.

Estate Planning

August 6, 2012

Powers of Attorney – Important as a Will (and Maybe More)

A will serves as the basis of your estate plan. Most people understand the importance of having a will. However, a will is a document that becomes effective when you die. What happens if during your lifetime you become disabled…

Estate Planning

May 8, 2012

Do We Spend More Time Planning a One Week Vacation than Planning for What Really Matters?

Have you taken the steps to protect what matters in your life? Do you have a Will or a Trust? Do you have Powers of Attorney for Health Care or Property?