Category: General

When considering how best to plan for someone with special needs and/or disabilities, it might be helpful to approach this task as a life care plan.  A life care plan is an ever-evolving assessment of financial security and supportive services, so that the person with special needs is able to live a life of meaning… Continued

March is National Asset Management Month and it’s a great time to review and ensure that your assets are properly protected and that you have the best strategy in place for the future. As defined by financial experts, an asset represents any valuable item or resource convertible into cash. Such valuables encompass a spectrum, ranging from tangible… Continued

We hope you had a very Happy New Year! This is an epic year for us, as we celebrate our 70th anniversary! We are working on our special some ways to commemorate this milestone so stay tuned for more details. Each year, our family dynamics change and it’s a good time to review your legal documents to… Continued

Estate planning is a vital aspect of ensuring that your assets are distributed according to your wishes, your loved ones are taken care of, and your legacy is preserved. In this complex process, selecting the right fiduciary is perhaps one of the most critical decisions you’ll make.   When creating a comprehensive estate plan, you will… Continued

When you are expecting a baby, it is an exciting time filled with anticipation, joy, and planning for the future. However, one thing that many new parents or parents-to-be often overlook is the importance of a will or estate planning before you bring that precious baby into the world.  After all, you want to ensure… Continued

Legal planning is akin to a compass guiding us through life’s uncertainties. Yet, many individuals view legal matters as a reactive pursuit, only seeking assistance when an issue arises. However, there is tremendous value in adopting a proactive approach through annual legal planning. In this article, we delve into the pivotal reasons why annual legal… Continued

In the realm of estate planning and passing on one’s legacy, there exists a unique and profound tradition known as legacy letters or ethical wills. Unlike legal documents that distribute assets, these heartfelt letters are designed to pass down a different kind of wealth—the wealth of wisdom, life lessons, and personal stories. In this article,… Continued

The term “sandwich generation” refers to a growing demographic of individuals who find themselves squeezed between the responsibilities of caring for their aging parents and raising their own children. This dual caregiving role presents a unique set of challenges, both emotionally and financially. In this article, we will explore the complexities of being a part… Continued

Getting engaged or married is a time of great excitement and joy, but it is also a time when couples need to start thinking about their future together. One of the most important things that they should consider is estate planning for new couples. Estate planning involves making arrangements for the distribution of assets in… Continued

It’s National Alzheimer’s Awareness Month This issue of our newsletter is dedicated to all the people living with Alzheimer’s and other dementia related diseases. The AFA is challenging everyone to go Teal in November to show your support. This illness affects millions of people and the entire family can be impacted by physical, mental, healthcare, and legal challenges. We… Continued