Estate Planning
Not Married? You’re not alone – but you still need a plan. Estate Planning for People Living Together, Bachelors, and Bachelorettes
Approximately half of America’s population over the age of 18 is unmarried. While much of the discussion involving estate planning focuses on…
Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves
Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes…
Do It Now: Name a Guardian for Your Minor Children
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too…
Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away
Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted,…
Debt After Death: Why You Should Think About It When Estate Planning
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money…
Organizing for Tax (and Estate Planning) Season
It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner….