Feb 20, 2020 | Estate Planning
The retirement system has been troubled for some time. With the move away from pension programs, only about half of people participate in a workplace retirement plan. Most have to supplement their personal savings with social security. According to Vanguard’s 2019 How... Read More
Jun 25, 2019 | Estate Planning
Though 95% of adults support organ donation, only 58% are actually signed up as donors, according to organdonor.gov. Much of this is likely stems from hesitation due to concerns about the level of care people may receive in an emergency situation, as well as how their... Read More
Apr 17, 2019 | Estate Planning
You love your pup. You take him for walks on his favorite park trail, feed him the food the vet recommended and brush him daily to make sure his fur doesn’t mat. You know exactly how to keep him healthy and happy; but what if something happened to you? Who would take... Read More
Nov 21, 2018 | Estate Planning
Sadly, divorce is all too common in our society. This process can be so painful and often results in the former couple having negative and angry feelings towards their exes. Once all property is split, new homes are established and parenting plans are implemented,... Read More
Nov 21, 2018 | Estate Planning
I often get the question, when does my Will or Power of Attorney expire? Estate planning documents such as these do not just expire at a certain time, unless the document specifically states otherwise. So, these documents are valid until revoked, rewritten or upon... Read More
Nov 21, 2018 | Estate Planning, Trusts & Probates
When I meet with clients to discuss their estate planning or when counseling a family after the passing of a loved one, the topic of taxes normally arises. Most clients assume that there will be a huge tax bill that needs to be paid, however, many clients are... Read More
Nov 21, 2018 | Estate Planning, Trusts & Probates
Recently, I have received many calls from potential clients who say “I want to add my child’s name to my deed” or “I want to transfer title to my house to my child”. I, without fail, tell these clients that they need to think long and hard before this is done.... Read More
Aug 1, 2016 | Estate Planning
Estate planning is an important and generous gift to leave your loved ones. Effective estate planning assures your wishes are followed, your family cared for, and taxes are minimized. With wills, power of attorney, and trust forms available through websites such as... Read More
May 2, 2016 | Estate Planning
The Last Will and Testament is one of the most important legal documents any adult can execute in his or her life. It directs the distribution of your property, and, most importantly, assigns a guardian for any minor children. However, most clients are surprised to... Read More
Jan 22, 2016 | Estate Planning
In order to provide you with maximum protection, every adult needs four (4) basic estate planning documents. The first document is the financial power of attorney. This document is legally binding and assigns another to make financial transactions on your behalf while... Read More
