June 16, 2022 •
Estate Planning 
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
Read MoreMay 20, 2022 •
Estate Planning 
Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
Read MoreApril 1, 2022 •
Estate Planning 
Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Read MoreFebruary 23, 2022 •
Estate Planning 
Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
Read MoreFebruary 22, 2022 •
Estate Planning 
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
Read MoreFebruary 18, 2022 •
Estate Planning 
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
Read MoreDecember 8, 2021 •
Estate Planning 
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
Read MoreOctober 26, 2021 •
Estate Planning 
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
Read MoreSeptember 3, 2021 •
Estate Planning ![]()
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read MoreAugust 27, 2021 •
Estate Planning ![]()
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your ‘attorney-in-fact’ to control your assets, is meant to be used if you are incapacitated.
Read More
