Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....

Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing...

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...

Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to...

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...

Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended...

If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t...

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning...

As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...

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...

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...

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...

Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...