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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...

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...

Happy Groundhog's Day! When you think of Groundhog's Day you may think of Punxsutawney Phil who checks for his shadow each year to forecast changes of the season. Or you may think of Bill Murray reliving the same day over and over. For some of us, there may be moments in our lives where we also feel like we are stuck reliving the same day (hello 2020).  However, the truth is, change happens. And some changes in our lives trigger the need...

If you read our last post on the different things that can go into an estate plan, you may have thought to yourself, “I had a basic will and powers of attorney drawn up years ago, I’m all covered” and went about your day. But, if that is the case, ask yourself has anything changed in your life since you have made your plan? A follow up question is, will the plan still work?  For your estate plan to work properly it...

The third week of October has been designated by Congress as National Estate Planning Awareness Week. The goal for this week is to highlight the importance of estate planning and how planning can benefit you.  The Resolution by Congress noted "the implementation of an estate plan starts with sound education and planning," and then the drafting of legal documents.  Our office couldn't agree more, and we are dedicating this week to articles, quick posts to think about, and a webinar on our...

Schools across the United States are preparing plans on the safest ways to welcome back students for the 2020-21 year. Elementary through High Schools are figuring out whether remote, in-person, or some hybrid makes the most sense for their districts. Meanwhile, some universities have begun to permit their students to move back to campus and for parents all around this can be a nerve-wracking time. Under “normal” circumstances for those of you who are parents of college students, you would likely...

We hope you are all staying safe in these challenging times. We want to assure you that we are open, working remotely, and can help. We believe estate planning involves more than choosing who inherits under your will or trust.  With a proactive and comprehensive plan, you are able to take advantage of protections you may not have otherwise thought or knew about.  During the ongoing health care crisis, you should have the following documents to help you and your loved...