Estate Planning Before You Travel: Why It’s Critically Important

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s  company. But before you head off on your next [...]

Laws change.  Your life changes.  It’s important for your estate plan to be up-to-date with these changes.  Your estate plan is a set of documents, such as a will or trust, that dictate how your [...]

Making important decisions for aging parents can be a challenging task. Power of attorney (POA) enables individuals to make crucial decisions on behalf of their parents, such as managing their [...]

As a parent, you may be accustomed to managing your children’s legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a [...]

If you have a current estate plan that distributes your assets outright to your kids – whether all at once at a certain age or in stages – you’ve overlooked an incredibly valuable [...]

Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the lowest cost plan [...]

Even though young adults are traditionally the least likely to engage in estate planning, all adults over age 18 should have some basic estate planning documents in place. And this is true [...]

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Serving as a [...]

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your [...]

Paying your children—whether they’re tweens, teens, or young adults—to work for your company is one of the greatest advantages of running a family business. By hiring your kids, you can help them [...]