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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What Should I Do With All Those Facebook Photos After a Divorce?With the rise of Facebook and other social media sites, documenting our relationships, what happens to all those photos when you split up?
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Year-End Planning Checklists - Which One Are You Using?It's year-end time and there's still time to knock a few things off your checklist. Do you have a good one you are using to wind down the year?
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Do I Need a Conservatorship or Guardianship? Are There Other Options?Earlier this week I posted a quick post on the difference between a conservatorship and guardianship. As part of my meeting with my client, we also discussed whether either of those was needed. Many of the people I meet with immediately jump into the deep end. They’ve read a blog or they know someone else …
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With Longer Longevity, What Does That Mean for Retirement?As our longevity increases, we're all faced with how to spend our extra time. Some people retire, others start a second career.
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Trust Amendments: Can I Do One? Should I Do One?Trust amendments are a useful way to make small changes to your trust. If you need to make significant changes, a restatement is what you're looking for.
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It's a New Decade, But It's Still Hard to Fix Credit Report Errors...Your credit report is one of the most influential and misunderstood parts of your financial foundation. Now is a good time to make sure it's correct...
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Prenuptial Agreements: The U.S. Marriage Rate PlummetsThe marriage rate continues to fall in the U.S., even before the Coronavirus pandemic. If you are getting married, you may want to consider a prenup.
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It's July 1, So We Are Already Halfway Through 2019...We are halfway through 2019 and this week is usually a quiet week. It's a good time to review your will, do business planning or get your prenup in order.
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The Second Quarter Is Here...It's the second quarter of the year and a good time to check your will or trust, hold your annual corporate meeting or start working on a prenup.