Estate Planning
Sandwich Generation Month: Considerations When Caring for Both Children and Parents
July is National Sandwich Generation Month, a time to honor those who are caring for both their children and their aging parents….
Estate Planning Considerations for Restauranteurs
If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your schedule may…
COVID-19: A Reminder of Why Estate Planning Is Important
Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness if contracted….
Estate Planning Considerations for Benefits Open Enrollment
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and…
Home DNA Tests – A Bump in Your Estate Plan
Discovering your ancestry can be both fun and fascinating. At-home DNA tests have grown in popularity in recent years. Often given as…
Understanding The Role of Probate is Critical to the Estate Planning Process.
The loss of a loved one comes with many unexpected challenges. Losing a beloved relative or friend can be overwhelming, and the…
Loan, Gift, or Advancement: Why the Classification Matters
While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand…
Can I Make a Video Will?
In the golden age of the smartphone, you’re never far from a camera. This has made the sharing of videos and photos…
Can I Make Estate Plans Without My Spouse?
The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances,…
Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have…