Blog Posts in Estate Planning

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Your Estate Plan: Have you waited long enough? July 11, 2019
If you have been postponing the setting up of an estate plan for 30 years – have you waited long enough? Going forward - time is not your friend: for folks in their 60s or 70s, waiting any longer to ...
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Don't Get on a Plane Without It June 17, 2019
Summer is time for the long-awaited and much deserved time away from the office and the daily grind. Every year millions of Americans pack their suitcases and board a plane, a cruise ship, or set out ...
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Estate Planning is Prosperity Planning April 8, 2019
When people think of Estate Planning they usually think about setting up a living trust and powers of attorney . A lot of budget outfits out there would deliver just that. The real value of working ...
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Estate Planning IS Recession Planning March 11, 2019
The “Recession” buzz is all around us. One of the worst things that can happen during a recession is to lose a loved one and to actually inherit from their estate through probate . The lessons of ...
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Essential Estate Planning for the Unmarried (non-traditional) Couple October 8, 2018
Unmarried couples who live together as a family unit are often referred to as a “non-traditional” couple. The reality is that more and more people choose to cohabit together as a family, even have ...
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Peace of Mind - Where Estate Planning meets Post-Death Administration July 6, 2018
Peace of Mind – is the feeling you get once the final signatures and notary stamps are placed on your living Trust, your Will , and your Powers of Attorney . Planning for incapacity and death is a ...
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