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Estate Planning Blog

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Advance Healthcare Directives and Why They Matter: The Story of Nancy Cruzan

Posted on: October 11, 2024
After a tragic accident, Nancy Cruzan’s family couldn’t make medical decisions for her and fought years-long court battles to help her situation. An advance care directive could have prevented Cruzan from living for seven years in a permanent vegetative state.
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estate planning

Are Your Passwords Protected as Well as Your Estate?

Posted on: October 4, 2024
Phone and computer passwords, crypto wallets, investment portfolios, mobile banking passcodes and even social media credentials also need a place to go when you die.
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estate planning

LGBTQIA+ Estate Planning Essentials

Posted on: September 26, 2024
Estate planning is not just about protecting assets—it's about securing your loved ones' future. LGBTQIA+ couples face unique challenges and need tailored solutions.
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gifting assets

Pitfalls of Do-It-Yourself Real Estate Deeds

Posted on: September 20, 2024
Using DIY deeds like quitclaim deeds can create more problems than they solve, from legal complications to financial penalties.
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Single and Over 50? Estate Planning Is a Must for You, too.

Posted on: September 6, 2024
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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client testimonials

Godparents Lack Legal Rights if Not Named as Guardians for Minor Children

Posted on: August 28, 2024
Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor children.
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Is It a Good Idea to Convert a Traditional IRA to a Roth IRA?

Posted on: August 23, 2024
Retirement savers can reap benefits in the conversion if they are able to pay a tax now.
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Back to School Planning to Protect Your Kids

Posted on: August 16, 2024
Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
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Top Estate Planning Mistakes Can Easily Be Avoided

Posted on: August 10, 2024
Given the massive $84 trillion wealth transfer already underway, it’s best to know all the details before making any big financial legacy moves.
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