Estate Planning
How Much Should I Share About Estate Planning?
Knowing how much to share about estate planning can be challenging. Your estate plan is complete. The i’s are dotted. The t’s are crossed. All
January 6, 2021
Knowing how much to share about estate planning can be challenging. Your estate plan is complete. The i’s are dotted. The t’s are crossed. All
Serving as a trustee or executor requires fulfillment of several duties. Perhaps family members or friends have asked you to serve as the executor, trustee,
What is “pandemic estate planning”? It is our phone ringing and online requests for consultations about creating or updating estate plans or just clients want
Knowing estate planning terms is a helpful start to preparing for your future. You are many things. You are talented. You are kind. You are
The pandemic has reminded people of limits to their control. At the start of 2020, you likely had many plans. Perhaps you (or a loved
Choosing the wrong power of attorney could get you into trouble. Incapacity planning is important for any adult. If something happens to you and you
You cannot neglect your finances in retirement. You have recently entered retirement. You are enjoying some time to yourself with fewer responsibilities. Even so, there
It is wise to discuss estate planning with your parents. Your parents are getting older. Perhaps their health is declining. Maybe they are simply nearing
It may be challenging to provide care for a parent from a distance. Many families no longer live near each other. Jobs opportunities (or requirements)
A power of attorney is key to protecting your financial interests. There are so many ways to lose money. You can physically use your wallet.
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