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Asset Protection, Estate Planning, Health Care, Powers of Attorney, Wills and Trusts
June 28, 2021

June is popular for weddings, which is appropriate as the month is named after Juno, the goddess of marriage, family, and home. And, with all that goes into planning a wedding it’s not surprising a topic like estate planning isn’t high on the list for the soon-to-be newlyweds. But it is something that should be considered when entering a marriage, especially if it is a second marriage and you’re blending families. One of the first things you may do is set...

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Estate Planning
June 18, 2021

Whether you get together with your dad in person, virtually, or catch up with him over the phone, part of your conversation can be centered around making sure he is protected.Checking on whether dad has an estate plan or if his estate plan is current is an easy way to start the process of making sure he will be safeguarded in the future. An estate plan goes beyond beneficiary designations and inheritances, and it’s important to make sure your father...

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Uncategorized
May 8, 2021

Happy Mother’s Day! Throughout our lives we may look to our moms as caregivers and support systems, someone we can turn to even when we ourselves are adults. But who takes care of mom when she can no longer care for herself?  Making sure we and our loved ones have a plan in place before something happens is critical. That way the people who are going to step in on mom’s behalf are already named and can more easily transition into control....

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Estate Planning, Health Care, Powers of Attorney
April 16, 2021

April 16th is designated as National Healthcare Decisions Day (NHDD) to highlight the importance of advanced health care decision making. Making healthcare decisions *before* an actual medical emergency is critical. It means those taking care of you – both your loved ones and medical professionals – can make informed decisions about your care, following your guidance and wishes along the way. We have been supporting our clients’ healthcare wishes for more than ten years by providing comprehensive estate plans that include...

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Estate Planning, Pet Planning
April 9, 2021

April 11th is National Pet Day. The animals in our lives are often considered to be part of our families. They provide companionship and comfort. They have their own unique likes, dislikes and traits and over the time we spend with them we learn how to best take care of them. One of the discussions that can come up with clients is who will take my dog/cat/animal when I am no longer able to? We leave detailed instructions for pet sitters when...

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Estate Planning
March 19, 2021

Saturday marks the beginning of Spring! A time to refresh, begin new projects, refocus on existing projects, and get organized. As the saying goes, “out with the old and in with the new” and that can apply to estate planning too. We focus on cleaning the house and getting everything in order before summer, but it is also a great time to assess your estate plan. While housekeeping, you can review your important papers (both financial and legal) to see what...

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Estate Planning, Powers of Attorney, Wills and Trusts
January 13, 2021

As we ring in a new year it is a common time to take stock on what was accomplished over the previous year. Looking back at 2020, it is definitely a year to focus on your “wins” and what you were able to make happen. Maybe you picked up new hobbies, learned new skills, or worked on projects that you previously put off. Hopefully, you were able to find a balance in your life and a way to remain connected...

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Asset Protection, Estate Planning, Taxes
December 18, 2020

As we continue the holiday season, and are in the spirit of gratitude, we would like to consider the gifts we give at the end of the year. Some gifts can be given tax-free and knowing the applicable tax exemptions before you give to loved ones and charities can be beneficial. Each year the IRS recognizes a gift tax exclusion. This is the amount an individual can gift to another person without incurring any tax. For 2020, the annual exclusion amount...

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Estate Planning, Marketing
November 25, 2020

We would like to wrap up our season of gratitude by saying thank you. A big thank you to our clients for entrusting us with something as important as your estate plan. We are grateful for the opportunity to help you and your families plan for the future and protect what is important to you. We know the considerations that go into your plan can be difficult, and we appreciate you working with us to help make a plan...

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Estate Planning
November 13, 2020

As we focus on what we are grateful this time of year, we often look to cherished traditions and memories with loved ones – cooking holiday dinners, volunteering at charities together, and in general spending time together.  It is instances like these, among others, we can preserve and pass on to our loved ones along with our financial wealth. Did you know that you can include in your estate plan, stories and experiences or guideline and “guidelights”? What is referred to...

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