1. Getting Legal Documents Signed During Social Distancing

    Getting legal documents signed during social distancing orders might not be something that has crossed your mind yet. While wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility a…Read More

  2. Online Wills

    Online Wills - When You Should, When You Shouldn't and Where to Do It With all of the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential pi…Read More

  3. A Map to Doing the Right Thing for the People You Love

    A Map to Doing the Right Thing for the People You Love During the COVID-19 Pandemic Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This goes not just for those of us in the “senior” category, but for all of us, n…Read More

  4. How To Get Access to Your COVID Stimulus Money

    It’s the beginning of the month, and bills are coming due. If you are stressed out, it’s important that you know where and how to get access to financial relief. Please consider this not only for yourself, but for your adult children and elderly parents, too, even if you do not need it for yours…Read More

  5. Check!

    Simple Actions You Can Take Right Now

    What are the most important legal and financial actions you can take right now? As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order to limit the spread of the disease. If you are not in a place with such an order,…Read More

  6. 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

  7. 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

  8. 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