estate plan

July 2, 2021

Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed

Many people love to spend part of their summer vacation at the beach, enjoying the ocean and sunshine. But there may be…

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October 23, 2020

Seven Ways to Avoid Family Fights over Your Property

Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you…

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June 5, 2020

Planning for the Financial Future of a Troubled Adult Child

Your 3-Step Guide  Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult…

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May 12, 2020

Your Vacation Checklist

You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate…

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May 8, 2020

Caregivers, You’re Not Planning Just for Yourself

As a caregiver, your job is invaluable. You spend much of your time, money, and energy taking care of the needs of…

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April 29, 2020

We All Need a Yearly Checkup: Your Estate Plan Does Too

One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition…

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