Blog

National Estate Planning Month, it's an excellent time to revisit and review your estate plan. Life changes and evolving circumstances can impact your estate plan, and keeping it up to date is essential to ensure it continues to reflect your wishes and provide for your loved ones.

Here are a few signs it might be time... More

In our office, we often meet people for the first time soon after a loved one has passed. It’s a confusing, stressful time for all, so I thought I’d share a list of steps to follow in the unfortunate event that you need it. Tuck it away and let it be something you can turn... More

ESTATE PLANNING POST DIVORCE

There’s no question that navigating a divorce can be extremely difficult; there are a handful of important considerations to keep in mind as the dust settles–one of them being your estate plan.

I thought I’d reach out and share some insights on a few of the steps to take regarding estate planning after... More

We spend the first part of our lives with our parents looking out for us. Frequently the responsibility shifts 

as our parents age, and we need to look out for them!  Unfortunately, there are lots of criminals searching for vulnerable vicitims.  

Scams through telephone calls, emails and Face Book, run rampant.

If you feel like you or a loved one needs to be protected, a management trust might be a great solution. 

You can contact our office to learn more about trusts.

For more information about scams and fraud, read on here: http://https://www.ncoa.org/older-adults/money/management/avoiding-scams

Below I’ve shared five ways an up-to-date will ensures your family is protected in the event something happens to you:

Make plans to protect your loved ones.

Step 1 – Create a will

Having a simple will is essential to most everyone: do you own property? Are you married? Do you have children? Did you, or your spouse, inherit your home?

A will greatly simplifies things for your loved ones.  It will also save them time and... More

A blended family can be a blessing; however, it requires special care with your estate plan —you want to take care of your spouse and stepchildren, but you don't want to inadvertently cut out your biological children.

Here are some things to consider:

Create or Update Legal Documents

Talking about your own death, or the death of a loved one can be uncomfortable.

However, discussing certain things makes the end-of-life easier in many respects.

Posted by Lori

Here are 4 conversations I wish every family would have:

People to Call

Prepare a list of people that need to be contacted in case of an accident or emergency.  Include close friends and family and your doctor’s contact information, homeowner’s insurance agent, attorney and/or accountant; if applicable. 

If all of your information is on a... More

I asked Scott to tell me the most common estate planning documents people need. 

When you have these documents in place, difficult decisions your family might be faced with become much simpler. 

Read on to see our list of the top 4!

The probate process has many steps - and some of the terms can be confusing.  Below is general information about the steps that might be involved in a typical probate case.   Read on to learn more about probate.

Posted by Lori

Anyone who has had a close friend or relative pass away has probably heard of probate. Probate is the process by which the estate... More