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Estate Planning

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When a child decides to play with their Legos, they start in pieces scattered across the floor without care. It’s a big pile of possibilities. Over time, those individual pieces are placed together in an order that fits the child’s imagination. They can pick a variety of colors, choose how many pieces to use, or even add and change pieces later if they want. This may end up with the child building a castle, a spaceship, or whatever they dream...

While the last year of our lives has been an eventful ride, the new year brings new possibilities. A great way to start the year off on a positive note is with New Year’s Resolutions. We think of our goals for the year, what improvements we want to see in ourselves, and how we can be better than ourselves in the years past. Resolutions can vary from eating healthier to traveling the world, but only about 8% of people keep...

As Estate Planning Awareness Week comes to a close, we would like to show how proactively working with estate planning professionals can be beneficial to the elderly community. A common response from clients is that they want to be in control, and as you age various factors can threaten that ability. However, our planning focuses on this issue and our process can help you remain in control as you transition throughout the various stages of your life.  For those of you who are...

As you prepare for retirement, or if you are already retired, working with estate planning professionals can be incredibly beneficial and can help you avoid potentially costly mistakes.  Professionals can ensure various considerations and protections are in place. Your plan should be personalized to you for it work the most efficiently. This can include having a revocable trust with a tailored definition and determination of disability to you to keep you in control. It can also include ensuring your beneficiaries inherit...

As we have been emphasizing for Estate Planning Awareness Week, estate plans can benefit everyone. For adults who either are just starting their professional career to those who haven’t yet reached retirement, having a plan in place can offer various protections and can help give you peace of mind. For those just starting to build their nest eggs, a plan can still provide crucial elements, even if you think you don’t have “enough” assets to plan for yet. For instance, having...

This year for Estate Planning Awareness Week we are looking at how creating an estate plan that works can be beneficial to you no matter what stage of life you are in. It is a common misconception that you don’t need a plan until you are in retirement, or after, but there are advantages for all ages, including young adults as well. For those of you, or your children, who recently turned eighteen, an entire estate plan may not be necessary,...

October 18th through October 24th is Estate Planning Awareness Week. The aim of this week is to show the importance of estate planning and how it can benefit you. According to the annual caring.com survey[1], younger adults in the 18-34 age range are now more likely than those 35-54 years old to have an estate plan in place.  However, it remains that only 1 out of every 3 individuals have a will or some kind of plan in place offering...

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...

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...

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...