Latest Blog Posts

The Value of Having a “Life Plan” in Estate Planning

Posted on: March 1st, 2017
All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living trust, and powers of attorney - then be off. But the best planning happens when an estate planning attorney can ...

The Real Life Perils of Online and Do-It-Yourself (DIY) Estate Planning

Posted on: February 1st, 2017
With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be wondering if you could do your estate planning with the help of these forms. Attorneys just charge for forms, right?...

Posted on: February 1st, 2017
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Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, too

Posted on: January 24th, 2017
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons...

How Can I Care For My Parents In My Estate Plan?

Posted on: October 18th, 2013
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to both your parents (now or in the future) and your children. This should change the way you think about estate planning--instead of the traditional approach of how to leave assets to your children and future generations, you may also need to include providing for the previous generation (your parents)....

What Is The Best Way To Leave An Inheritance For My Young Children?

Posted on: June 3rd, 2013
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good intentions and poor planning often have unintended results....
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