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Thursday, June 13, 2019

Important Estate Planning Considerations for LGBTQ Individuals & Families

Happy LGBTQ Pride Month!   

Most people, regardless of their gender identity or sexual orientation, should make an estate plan. However, same-sex couples/families and LGBTQ individuals may have more to gain from making an estate plan than others because of the ever-changing nature of the laws surrounding LGBTQ issues.  An estate plan can also help clarify the nature their relationship for those family members or professionals who may not (sadly) understand it or approve of it.  In honor of Pride Month, this week's blog addresses 6 Key Estate Planning Issues to consider for LGBTQ families & individuals.

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Thursday, May 23, 2019

Worst-Case Scenario.

In March of 2017, a good friend of mine died tragically in a horrific car accident.  She left behind her 9-year old twin daughters. The event prompted me to ask- what happens in the Worst Case Scenario... 

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Friday, April 19, 2019

Wealth. What does it mean to you?

                Wealth to me is not about money.  I gauge my wealth on the relationships I have, the quality of time I am able to enjoy with my family, the level of joy and happiness I feel when I am able to provide experiences and special moments with my children.  Yes, money does afford me the ability to create certain experiences with my family and friends, but I don't measure my wealth by the size of my bank account...



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Tuesday, April 2, 2019

Spring Cleaning: Helpful Tools for Organization

Spring has sprung! As our lives become busier, we tend to place organization on the lower end of the priority list.  Since Spring is the season of fresh starts, this is a great time to revisit the things you have been putting off and incorporate some tools to help you stay organized!

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Thursday, March 14, 2019

Should I Do My Estate Planning Online???

The worldwide web has provided us with great opportunity to be more independent as consumers. However, as convenient it may seem, you might want to think twice before creating an estate plan online!

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Friday, November 23, 2018

3 Steps to Prepare your Children for an Inheritance

How do you prepare your children to receive an inheritance?  What can you do now to make them better money managers?  Passing your legacy to your children requires acknowledgement of family values and fiscal preparation, early on.  

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Wednesday, November 21, 2018

The Thanksgiving Table Is The Perfect Forum To Discuss Estate Planning

By Cori A. Robinson, Esq., Above The Law 
In addition to expressing thanks for all that you have in this world, take the opportunity, while your loved ones are relegated to one table, to discuss, or at least investigate, the following topics that will surely give them pumpkin to talk about.


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Tuesday, October 30, 2018

Places That Will Take Care of Your Pet If Something Happens to You

by Kristin Hunt, Everplans... It’s currently estimated that only 9% of people with Wills include provisions for their cats, dogs, or exotic birds. And unless you already have a sibling or friend who’s explicitly pledged to look after Pawudrey Hepburn, that could leave your pet in limbo if something serious happens to you.



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Tuesday, October 2, 2018

How to Find the Right Legacy Planning Attorney for You.

Are you thinking about creating an estate plan or restating your existing plan?  Are you trying to find where to start and who to represent you in assisting with this?  This week, we discuss how you can find the right legacy planner for you.  


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Monday, September 17, 2018

Estate Planning Is Dead

by Daniel Scott, Forbes

July 26, 2018 Link to Original Article 

Estate planning is dead. Gone are the days of creating legal structures to hold your assets, pass your fortune on to the next generation and, of course, avoid paying estate taxes. Gone are the days of planning for your death. It’s time to plan for your life.



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Monday, September 10, 2018

Intro to Probate: What Is Probate?

Understanding the Probate process emphasizes that proper estate planning is vital!  This week, we give you an introduction to Probate, what it is and what it entails.  


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