Compassion, integrity and trust
Estate planning is for everyone in all stages of life. Individuals who are married, as well as those who are single, need a complete estate plan to protect their assets and interests. In fact, it is essential that unmarried couples create an estate plan. Otherwise,
While your young adult children won’t be heading off to college until August, it’s time for parents to have their children sign a medical power of attorney and financial power of attorney prior to the start of the semester. It is important that parents talk
Many clients come in with the misconception that they need to be in a certain stage of their lives before an estate plan is needed. Regardless of whether you are single, married, have children, or do not have any children, you need some type of
The decisions that go along with preparing an estate plan are far from easy ones to make. So many different factors are at play when determining who will handle your assets or who will care for your children in the event of your death. The
Beginning the estate planning process can seem like such a daunting task. So many considerations go into preparing the best plan for you. I work hard to simplify and uncomplicate the process for my clients, and it is my goal to help them avoid all
For most clients, the act of simply completing their estate plan is a difficult enough step to take. However, one of the biggest mistakes that clients can make is to take that newly completed estate plan and file it away, never to look at it
An estate plan affects more than just you. It involves the whole family. The first part of making sure that you are fully prepared and have an estate plan is to create the will, trust and other necessary documents. The next step is making sure
“I need an estate plan, but does that just mean I need a will?” That misconception is common in that most people assume all they need is a will in order to have a complete estate plan, but that misconception could end up harming your
When the idea of estate planning comes up, a will or trust are normally the documents that come to mind. However, a truly comprehensive estate plan involves much more than a plan for what happens to the individual after he or she dies. Other considerations