Protecting our Parents

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

5 Reasons to Make a Will

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

Distributing assets - A will outlines how you want your assets, to be distributed after your death and allows you to specify who gets what, how much, and when. Appointing executors - A will also... More

Make plans to protect your sweethearts!

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

Estate Planning for Blended Families

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

Powers of Attorney – Make sure your current... More

Four Things Every Family Should Discuss

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

The Top 4 Most Common Estate Planning Documents

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!

A Last Will and Testament  A Medical Power of Attorney  A Durable Power of Attorney for... More

Steps in the Probate Process

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

What is Probate?

I have been managing this law practice for a few years now, but the "lingo" still intimidates me sometimes!  Usually, once Scott explains it, I can catch on.  Probate is a process, but it doesn't have to be overwhelming.  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 of the deceased is inventoried and distributed according to state laws.

While often maligned as a headache, probate offers a solid legal framework with advantages for those... More

Why create an estate plan?

A common misunderstanding is that only wealthy people need to have an estate plan.  I thought this too.  One thing I have learned is that clear instructions and a well thought out plan can really help out your family during one of the most difficult times they might face.  Read on to see some of... More