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Why an Estate Plan is NOT a Financial Plan

May 30, 2017

For the average person, understanding estate planning law or financial planning in intricate detail just isn’t necessary. Many people trust your estate planning attorney or financial planner to take care of what’s necessary and give you the important details to make the most critical decisions. But others may not work with both an estate planning Read More

early inheritance

Considering Leaving Your Child an Early Inheritance? Why That May Be a Good Idea

May 16, 2017

You’ve worked hard to provide your family and ensure that they’re taken care of, both now and after you’re gone. It’s only natural to want the best for your family — whether that’s your children, grandchildren, nieces, nephews…whomever! And when you think of ways to take care of and want the best for your children, Read More

Estate Administration 101: Understanding Probate and Non-Probate Assets

December 28, 2016

The death of a loved one and the administration of his or her estate can bring about extremely emotional and confusing times. Perhaps one of the most confusing facets of estate administration is the determining which assets will be distributed according to your loved one’s Last Will and Testament, and which assets will be distributed Read More

Power of Attorney Modifications

Power of Attorney: Part 3 >> Important PoA Modifications

November 25, 2016

Several weeks ago, I explained the basic “What” and “Why” of a Power of Attorney document in Part 1 of this blog series. My goal: To provide a basic understanding of the Power of Attorney document and why it’s extremely important for every family. In Part 2, I examined the basic powers granted in a Read More

power of attorney

Power of Attorney: Part 2 => What You Need to Know

November 18, 2016

I recently explained the basic “What” and “Why” to provide a basic understanding of the Power of Attorney document and why it’s extremely important for every family. I also shared a story about Joe and Doreen, a married couple without a Power of Attorney, to demonstrate how and why a POA can come into play Read More