In my regularly updated blog, I discuss topics such as why everyone needs an estate plan regardless of income, what happens when someone passes away without a plan in place, what common mistakes people make, and why your plan should be updated regularly. Review these posts to familiarize yourself with the basics of estate planning, then contact me to schedule a complimentary Legal Strategy Session.
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Loaning Money and Your Personal Economy During the PandemicThe pandemic has likely altered your personal economy. If you are loaning money or taking a loan, you should be sure to get the terms in writing.
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Why Should I Have A Will?At some point in every estate plan consultation, the question comes up: Why Should I Have a Will? This question usually comes from someone who has never had to deal with a family member’s estate. They’ve heard about wills. Maybe their co-worker was talking about getting hers redone. Or maybe they read the latest Suze …
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Weddings Are Still Happening and People Still Need PrenupsWeddings are still happening and people still need prenups done before the ceremony. Even if the guest list is smaller, don't forget your prenup.
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Hip on HIPAA? Coronavirus is Making Us Learn About HIPAA...Now is a good time for you to get hip on HIPAA Authorizations to make sure you've got access to the important medical records your family may need.
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A Sobering Look at the New "Sandwich Generation"The Sandwich Generation is a fast growing part of our population: those who are taking care of their parents and their own children at the same time.
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The Need for Healthcare Directives and Wills During a PandemicDuring the current pandemic, many people are getting their estate plans in order, including a healthcare directive and updated will just in case...
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Do I Have to Have the Same Will Prepared as my Partner?As the end of the year approaches, more clients are coming in to get their will prepared. It's often leftover from a to-do list they started at the beginning of the year, with the task deferred or delayed for the past 11 months.
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What To Do With All That Paper That You Leave Behind?Even though we all seek to reduce our reliance on paper, when it comes to your archives, the collection of paper may have value.
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Another Good Reason to Work With A Financial Advisor?According to a Northwestern Mutual survey, people who work with a Financial Advisor feel happier and more secure with their finances.
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Is a Handwritten Will Valid? - Aretha Franklin Had 3 Of ThemWe thought Aretha Franklin died without a will. Now we find out she had a handwritten will. With 3 versions to choose from, the court case continues...
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So, What Did You Do With Your Extra Hour Yesterday?With the time change yesterday, we all got an extra hour. Unfortunately, it's not something we can save and use when we want...
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I'm Getting Married Tomorrow and I Need a Prenup!If you are getting married tomorrow and are just thinking you might need a prenup, now is probably the best time to talk to an attorney...