July 16, 2021 •
Estate Planning ![]()
If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
Read MoreJune 30, 2021 •
Estate Planning ![]()
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Read MoreJune 24, 2021 •
Estate Planning ![]()
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have now changed, and anyone who has anything to leave behind needs to plan their estate.
Read MoreJune 7, 2021 •
Estate Planning ![]()
Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.
Read MoreMay 20, 2021 •
Estate Planning 
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
Read MoreApril 23, 2021 •
Estate Planning 
Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by the financial services company HSBC.
Read MoreApril 2, 2021 •
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In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
Read MoreMarch 24, 2021 •
Estate Planning ![]()
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
Read MoreMarch 15, 2021 •
Estate Planning ![]()
A living will is a legal document that allows you to specify the kind of care you’d like to receive in end-of-life situations. This is different from an advance healthcare directive, though either one can be an important part of an estate plan.
Read MoreFebruary 18, 2021 •
Estate Planning ![]()
When an individual cannot make important decisions for himself or herself, a judge appoints someone called the conservator or guardian to make decisions. The conservator has the legal backing of the court in all decisions, including finances, medical and personal care.
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