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Articles

Protect Your Loved Ones from A Grief Filled Search

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It is important that when you put together your estate planning documents, you think about how easy it will be for your loved ones to find these documents and to be able to take action based on them. The last thing that you want is for your loved ones to have to go through a […]

Now Is the Perfect Time Crisis Proof Your Business

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Do you have a business succession plan in place? If you don’t, 2020 is the year to get one organized. Covid-19 has brought awareness of the possibility to needing to step out of the business due to illness, incapacity or death.  Business owners who are in the midst of a transition do not need the […]

The Value of Estate Planning for Baby Boomers

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A total of 22% of today’s population includes the baby boomer generation. Many of them are quickly reaching retirement age raising important questions about the value of estate planning.  Estate planning is so much more than passing along possessions and assets to millennial children. It is also about protecting their lifestyles and taking a long-range […]

Protect Your Company Longevity with Business Succession Planning

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An important part of owning a successful business isn’t just documenting what you do now that makes you effective but also outlining a plan for what happens when you decide it’s time to move on or are forced to move on for circumstances outside your control. Do you already have a successor lined up who […]

What Is A Long-Term Care Plan?

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Research shows that two out of every three Americans will need some form of assistance with activities of daily living. These activities of daily living are defined as dressing, bathing, walking, and toileting.  These activities of daily living could be impeded for an extended period of time or for a short term. Long-term care is […]

Is Now the Right Time to Pull Cash from Your IRA? Beware the Tax Implications

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It might feel as though everything is up in the air with your financial planning situation lately. Since this has impacts on your day to day life and your overall financial picture, it’s important to think about how any changes you make now in light of the pandemic could influence your estate planning picture.  Our […]

Kinds of Powers to Give to an Attorney in Fact

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When you appoint another person to make decisions for you that are legally binding, you need to use a power of attorney to establish this authority. The person you empower is referred to as an attorney-in-fact. There are many different kinds of powers that can be given to this person, and the most common ways […]

Your Estate Plan Probably Needs a Trust

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Some people assume that unless your estate size is substantial, that you can skip out on enhanced protections provided by something, such as a trust. You might even assume that it’s not necessary to hire an attorney to create a will for you.  However, a knowledgeable lawyer will take the big picture look at all […]

How Long Would It Take for My Estate to Be Settled?

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If you have done the necessary planning to ensure that your estate has been discussed with a knowledgeable estate planning lawyer, this is the first phase in protecting your desires and giving your loved ones an opportunity to receive the benefits you intended when you pass away. A common question either as a beneficiary to […]

Do You Have a Plan for Social Security Benefits with Your Estate?

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Benefits provided by Social Security are often one component of an overall estate plan that can also easily slip through the cracks. It is essential to have a financial power of attorney to ensure that there is another person to step in and take care of your finances if you become unable to do so […]

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