1. Protecting Our Parents

    How To Talk To Your Parents and Get Them To Stay Home There’s no doubt that your parents have survived frightening world events, whether that was World War II, the war in Vietnam, nuclear threat, illness, poverty, civil unrest, or all of the above. However, the use of the word “unprecedented” …Read More

  2. Barack Obama and Bo

    Creating a Pet Trust

    Step By Step Plan for Creating a “Pet Trust” to Protect Your Pet After Your Death.   In my previous article, I talked about what to take into consideration when you’re planning for your pet’s care in the event of your incapacity or your death. This week, I’m going to give you a step by st…Read More

  3. What Happens to Your Pets When You Die?

    Don't Forget Your Furry Friends!   If you have pets, my guess is that you love them as much as you do your children. I’m also guessing that you have not provided any written, or better yet legally, documented instructions about what should happen to them if you become incapacitated or when you di…Read More

  4. Money and Kids

    Money Talk: How Much Will You Share With Your Kids (and When)? In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important thing…Read More

  5. False Security

    Is Your Will Legally Valid? A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that the state decides who gets you…Read More

  6. Trusts vs. Wills

    4 Things Trusts Can Do That Wills Can’t Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages over wills that you should consider when creating your plan. That sai…Read More

  7. Untimely Death

    Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30 miles north of Los Angeles. Also killed in the tragic accident was his 13…Read More

  8. When To Start Planning

    Is Your Family “Too Young” to Need an Estate Plan? Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can…Read More

  9. Estate Planning For Women

      What Women Need to Know About Estate Planning Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a few reasons why it is important for you to know the following about estat…Read More