Jul 11, 2023 | Estate Planning
This is an excellent question raised by many of our former clients. Allow us to begin by explaining the purpose of a Financial Power of Attorney, and how it fits into your Estate Plan. When you lose mental capacity, you also lose the ability to make important...
Jul 7, 2023 | Estate Planning
Over the past several months, we have used this space to provide insight about the Estate Planning process, and the benefits of a Revocable Living Trust. Now, we would like to discuss Revocable Trusts in more detail, and how they can help you protect your assets and...
Jul 5, 2023 | Estate Planning
As a parent, you work hard in hopes that when you go, your children will be prepared to live independently. But what happens if both you and your spouse get in an accident, or if youโre a single parent and suddenly get ill when your children are still young?...
Jun 27, 2023 | Estate Planning
โI am about to get remarried, so we are waiting until we merge our assetsโ OR โWe are about to move around several of our accounts, and we want to get our financial affairs in order firstโ You do not need to wait until your assets are settled to establish a Revocable...
Jun 21, 2023 | Estate Planning
Creating Estate Planning documents can (and will) leave you with the peace of mind that your family is protected. It is very important to review your documents at least once per year to see if anything changed in your circumstances. So, what kind of life events could...
Apr 13, 2023 | Estate Planning, Probate
My 68-year-old father unexpectedly passed away in 2022. Despite my efforts to encourage my parents to create Last Wills and Testaments and Revocable Living Trusts, they had not done so because, well, they were not wealthy and were not planning on dying yet. My mother,...
