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Monday, August 13, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 2)

This week marks the first week of school for many families.  While the kids are at school, we continue to discuss financial planning  in Part 2 of our Back-to-School Checklist.  Keep your preparation-game strong by using these planning tools!


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Friday, June 15, 2018

The Tough Stuff: Talking with Your Loved One About End-of-Life Arrangements

Beverly Nelson with StandUpForCaregivers.org, discusses the conversations in life that are just plain difficult - talking with your loved one about end-of-life arrangements. It’s a topic you’d rather put off until later, but you don’t know what the future holds. You can, however, make sure your loved one has a plan in place for when their Golden Years quietly come to a close. 


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Monday, May 7, 2018

I Do…But First Sign Here: Prenuptial Agreements, Postnuptial Agreements, Cohabitation agreements

 

Are you and your significant other considering a prenuptial, postnuptial or cohabitation agreement?  If so, this week's blog gives a quick and informative look into these three types of agreements!


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Friday, March 2, 2018

Guardianship Issues – Awareness & Planning Wins

A cautionary tale about one Nevada family's abuse by a professional guardian, and steps you can take to protect you & your loved ones. 


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Friday, January 26, 2018

Getting Organized in 2018: A Guide to Set Yourself Up for Success!

Happy 2018!  Keep celebrating and carry on!  Along with your new year's resolutions, we are going to discuss some savvy organizational tools to help carry you throughout the year!


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Friday, December 1, 2017

Legacy Planning: Why Planning for your Legacy will Benefit Your Estate.

Legacy Planning is an integral part of planning for your estate, we are going to give some insight as to how your legacy can be conceptualized while planning for your estate!

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Monday, November 20, 2017

Things to be Thankful For: Giving Generously in Your Estate Plan

For our Thanksgiving edition, we talk about being generous in your estate plan. If you are thinking of options to give generously while providing for loved ones, this is for you! 

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Friday, September 1, 2017

Who are the Decision Makers in Your Estate? (Part 1)

Your Estate Plan involves a lot of decision making!  Part of this process involves choosing decision makers to act on behalf of the Estate.  We are giving a breakdown, role-by-role, of the key decision makers that will be involved in the Estate administration!

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Tuesday, July 26, 2016

Things to Do Following the Death of a Loved One: Part III

Please Note:  The following is a general list of considerations and should not replace the advice of an attorney familiar with your situation; This article is not legal advice and will not necessarily apply to all situations- for specific advice tailored to your situation, please consult with an estate planning attorney.  


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Friday, July 22, 2016

Things to Do Following the Death of a Loved One: Part II

Please Note:  The following is a general list of considerations and should not replace the advice of an attorney familiar with your situation; This article is not legal advice and will not necessarily apply to all situations- for specific advice tailored to your situation, please consult with an estate planning attorney.

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Tuesday, July 19, 2016

Things to Do Following the Death of a Loved One: Part I

Please Note:  The following is a general list of considerations and should not replace the advice of an attorney familiar with your situation; This article is not legal advice and will not necessarily apply to all situations- for specific advice tailored to your situation, please consult with an estate planning attorney.  


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