Latest Blog Posts

Important Holiday Conversations

Posted on: November 22nd, 2017
Going home for the holidays is a family tradition where you get to reconnect with your loved ones whom you haven’t seen in months, or even years. As families gather to give thanks and spend quality time with one another over this and next month’s special holidays, it may also be a good time to discuss some weightier topics including aging parents’ wishes and intent with regard to estate planning matters. ...

How Your Trust Can Help a Loved One Who Struggles with Addiction

Posted on: May 12th, 2017
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction is actually a relatively common topic in everyday life. But you should also consider it when working on your estate planning. Whether the addiction is alcoholism, drug abuse, or behavioral like gambling, we all want our loved ones to be safe and experience a successful recovery. A properly created estate plan can help....

7 Common Planning Mistakes to Avoid

Posted on: March 29th, 2017
7 Common Planning Mistakes to Avoid From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act. So, here are seven common estate planning mistakes to avoid....

Top 3 Reasons Why YOU Want to Avoid Probate

Posted on: January 6th, 2017
When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic form of planning, a will does not avoid probate. Instead, a will simply lets you inform the probate court of your wishes - your family still has to go through the probate process to make those wishes legal. Now that you have an idea of why probate might be necessary, here are 3 key (albeit not the only) reasons why you want to avoid probate if at all possible....

Incorporating Faith and Values in Estate Planning

Posted on: September 8th, 2016
For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this, including:...

How to Overcome the Challenges of Legacy Planning that Plague Blended Families

Posted on: August 31st, 2016
As you’ve probably already noticed, estate planning can be challenging - not only for the “traditional” nuclear family but, also for the millions of “non-traditional” families. The blended family scenarios are virtually endless - a spouse with independent wealth that marries a younger new spouse, children from a previous marriage but no children from this marriage, children from a previous marriage plus children from this new marriage, and more. Sometimes, an estate “plan” of a blended family seems less like a plan and more of a grab bag of joint and solely owned assets with no clear plan about who gets what and why....
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