Recent Blog Posts

Why A Power of Attorney Is So Important in a Crisis

In a crisis situation, what happens if you or your family member is suddenly incapacitated and unable to take care of routine affairs? Who will continue to pay your health care premiums, the mortgage, or other important expenses? If you own a business, who will work with your bank or payroll provider to pay your… Continued

What to do When a Loved One Dies

No one is ever prepared for a loved one to pass, nor do we like thinking about it. The funeral ceremony can make a significant difference for those who are grieving a loss. It is essential to have a personalized and meaningful ceremony that helps friends and family members reflect on their relationship with their… Continued

What Women Need to Know About Estate Planning

Estate planning for women is important, whether you are single, married, or living with a partner.  With many more women serving as breadwinners for their household, getting divorced, or living with a long-term partner, it is more important than ever for women to be informed and educated regarding the ins and outs of estate planning.… Continued

What is Probate and Why Should I Care?

What is Probate and Why Should I Care? When an individual dies, unless, they have a trust, their assets first have to pass through probate before they can be transferred to beneficiaries. Probate is the legal process of validating a person’s will and making distribution pursuant to the terms of the will. During probate, the… Continued

Do You Have a Family Member With Special Needs? Why You Need a Trust

If you are the parents of a child with special needs, have siblings or other family members with special needs, you may be concerned about how to provide for their long term care and financial security.  Many people write these loved ones into their wills, with the best of intentions, thinking they are acting in… Continued

If My Loved One Has a Will, Do I Have to go Through Probate?

According to Investopedia, “Probate is a legal process in which a will is reviewed to determine whether it is valid and authentic. Probate also refers to the general administering of a deceased person’s will or the estate of a deceased person without a will.” Before any assets can be distributed to beneficiaries, the executor of… Continued

Why Families with Wealth Need a Trust

Estate planning ensures who will care for any younger children and that they will have access to whatever financial resources are available. A trust is effective as soon as it is created, which allows for a trustee to manage your affairs before and after death. For families who have accrued substantial wealth, having a trust in… Continued

Long Term Planning Is Critical Right Now

Today’s COVID crisis has heightened our awareness of the unexpected. If you are over 60, or are caring for a senior or parent, you are no doubt in the midst of crisis management. This can be a tough time, requiring tough decisions, especially if long-term care is required.  Unfortunately, many families are not properly prepared… Continued

A Power of Attorney is Important Before You Need It

Are you responsible for parents or other seniors in your family?  Or, for that matter, do you know what happens if you’re involved in a car accident or other sudden illness?  An individual can become incompetent or incapacitated at any age, especially after an accident or illness.  Many seniors face cognitive decline, disability, Alzheimer’s or… Continued

Why Single People Need an Estate Plan

Although everyone should have a will and an estate plan, it is especially important for single people. In the event of an unexpected crisis, it is imperative to have your information available for someone you trust. Without an estate plan, you have no control over the distribution of your assets. Your assets will go through… Continued