Naming a guardian for your child often brings up sensitive conversations, especially when you want someone close to step into a long term role. Talking with that person can feel uncomfortable at first since it touches on parenting choices, money matters and daily...
Life is filled with change, and your estate plan should be updated accordingly. Your will is a critical document that ensures your assets are distributed according to your wishes. Here are some signs that it might be time to revise and update your will. You are...
As your family grows, life can be full of joy, chaos, and even some toddler tantrums. With work, playdates, and family time to balance, it's easy to forget about planning for the future. But one of the most important things you can do for your family's future is...
Important new information has recently been released that a Special Enrollment Period for health insurance under the Affordable Care Act (ACA) will begin Feb. 15, 2021, and end May 15, 2021. During this special enrollment, you can sign up for a comprehensive health...
The loss of a loved one is a difficult time for families and planning a funeral can make it even harder. Carrying out the last wishes of a loved one may also prove to be difficult and costly. These are just some of the reasons many people look for a prepaid funeral...
We typically tell our clients that the best times to revisit or reconsider their estate planning documents are at significant stages of their lives (i.e. marriage, divorce, birth, or death). Additionally, we encourage our clients to review their estate planning...
In 2007, real estate mogul Leona Helmsley left a fortune of $12 million to her Maltese, Trouble. As part of his will, Michael Jackson set aside $2 million for his pet chimp, Bubbles. And, in a move that dwarfs even those gifts, in 1992 Countess Carlotta Liebenstein...
Divorce produces a myriad of changes and challenges from both an emotional and financial standpoint. It will impact you, your family, your lifestyle, and your future financial goals. It is important to be financially sound in your decision making before, during, and...
Estate and probate administration is the legal process to administer the property of someone who has died, pay any claims or creditors, pay the expenses and taxes of the decedent, and distribute what remains of the property to the beneficiaries under a Last Will &...
Facing our own mortality can be difficult for many people. However, if you wait too long to have these discussions and reflect upon your current estate plan, or lack thereof, your choices will become increasingly limited as your life changes its course. If your...