1. An animated hand checks boxes of a checklist. He is surrounded by a newspaper and a coffee.

    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

  2. A woman grips the hand of an older man who holds a squeeze ball. We only see them from the waist down.

    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

  3. An adorable cocker spaniel lies on the floor looking upward with his huge brown eyes.

    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 die. …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. A father walks along the shoreline of a beach with his toddler in hand. Barefoot, they walk in the beautiful blue ocean water.

    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. Three young girls, clearly very close to each other, pose in a trio for a picture, all smiles.

    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

  8. A blonde woman in a white shirt is leaning over the back of a couch and looking at the camera. She has her earbuds in connected to a smartphone.

    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 estate p…Read More

  9. A woman kneels on a cobble stone street with her son crawling up onto her knee. They both are smiling at the camera.

    Estate Planning Essentials for Parents

    A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including such provisions as naming a legal…Read More