January 12, 2021 •
Estate Planning ![]()
I am a single retired parent to an adult daughter, who is an only child. The home I currently reside for the last 26 years still has a mortgage and the deed is in my name only. I have a will that states everything is left to my daughter, and then to my grandson, if she proceeds me in death. Should my daughter be added to the deed?
Read MoreJanuary 11, 2021 •
Estate Planning ![]()
A growing number of seniors are facing challenges to achieving financial security in retirement. From rising healthcare costs to the economic turmoil caused by Covid-19, financial stressors are leading even those who thought they saved enough for retirement to look for ways to bolster their income and savings.
Read MoreJanuary 8, 2021 •
Estate Planning 
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
Read MoreJanuary 7, 2021 •
Estate Planning ![]()
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
Read MoreJanuary 6, 2021 •
Estate Planning ![]()
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
Read MoreJanuary 5, 2021 •
Estate Planning ![]()
If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.
Read MoreJanuary 4, 2021 •
Estate Planning ![]()
You must now make sure that your loved ones have access to your digital assets should you die.
Read MoreDecember 28, 2020 •
Estate Planning When people talk about “aging gracefully,” they’re usually referring to physical appearance. However, you can also have a gracefully aging mind.”
Read MoreDecember 25, 2020 •
Estate Planning ![]()
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
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