July 21, 2022 •
Estate Planning 
Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
Read MoreJuly 15, 2022 •
Estate Planning 
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Read MoreJune 29, 2022 •
Estate Planning 
Handled incorrectly, your cryptocurrency could go poof. You need a password-sharing plan, a plan for naming beneficiaries, and, possibly, a trust.
Read MoreJune 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 MoreJune 15, 2022 •
Estate Planning 
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
Read MoreApril 28, 2022 •
Estate Planning 
While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
Read MoreMarch 28, 2022 •
Estate Planning 
For those of us involved as care providers for someone having difficulty handling his/her own affairs, whether it’s a family member or not, requires that we have a power of attorney to do what’s in that person’s best interest.
Read MoreMarch 3, 2022 •
Estate Planning 
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
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.
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