Tom

March 11, 2025

Estate Planning with Trusts: Finding the Best Fit for Your Goals

When planning your estate, choosing the right type of trust can make all the difference in protecting your assets, ensuring your wishes…

Read More…

February 27, 2025

Why Proactive Planning Matters: Avoiding Court Intervention in Case of Incapacity

No one likes to think about the possibility of becoming incapacitated, but planning ahead can make all the difference for you and…

Read More…

February 11, 2025

Decluttering and Estate Planning: A Fresh Start for You and Your Loved Ones

Decluttering is more than just tidying up—it’s an act of organization that benefits you now and makes things easier for your loved…

Read More…

January 28, 2025

What You Shouldn’t Put in a Will (And What to Do Instead)

When creating a will, you’re taking a vital step in planning for the future and ensuring your wishes are honored. However, not…

Read More…

January 14, 2025

Securing Your Child’s Well-Being: Addressing Mental Health in Estate Plans

Estate planning is about more than dividing assets or deciding who gets the family home—it’s about protecting and providing for your loved…

Read More…

December 31, 2024

5 Questions to Ask Before Meeting with an Estate Planning Attorney in 2025

If you’ve been putting off meeting with an estate planning attorney, the start of a new year is a great time to…

Read More…

December 10, 2024

Choosing the Right Assets to Fund Your Trust

Creating a trust is a big step in making sure your estate plan is solid and your loved ones are taken care…

Read More…

November 26, 2024

Need to Revoke a POA? Follow These Steps

A Power of Attorney (POA) is a powerful legal document that allows someone you trust to make decisions on your behalf, whether…

Read More…

November 5, 2024

Planning with Purpose: How Estate Planning Supports Families with Special Needs Children

Estate planning is one of the most effective ways to safeguard our family’s future, giving us peace of mind knowing that our…

Read More…

October 22, 2024

Kickstart Your Estate Plan: 3 Must-Have Documents

Starting your estate planning journey can feel overwhelming, but it doesn’t have to be. To get started, it’s important to focus on…

Read More…