So, you have an old will; does it need to be updated? There is no hard and fast rule that every x number of years you should update your...

The holidays are behind you. The new year is upon you. Now is the time to consider what you want to accomplish this year. Right after...

Most of estate planning involves very serious matters like where your assets will go when you pass away and who would take care of the...

One of the most important estate planning documents you may have never heard of is an appointment for disposition of remains. This is a...

A declaration of guardian document allows you to indicate who your guardian would be in the rare scenario that you ever need a guardian....

In my experience, one of the least understood estate planning documents is an advance directive to physicians. This might be because the...

A medical power of attorney allows the person of your choice to make medical decisions on your behalf, if you are unable to do so. This...

A durable power of attorney—or a statutory durable power of attorney—allows the person of your choice to handle financial, legal, and...

We have said it before, and we will say it again, everyone needs a will. Old or young, rich or poor, sick or healthy—everyone needs a...

Recently, I was talking to someone I had just met and when I told them I am an estate planning attorney their response was "I don't need...

So you picked an executor/trustee/power of attorney, congratulations! Now it’s time to choose at least two backups. My clients often get...

Previously on the blog, we wrote about how to choose a fiduciary. To recap, a fiduciary is someone that you allow to act on your behalf....

First and foremost, someone you allow to act on your behalf is generally called a fiduciary. When you plan your estate you choose several...

When you start a job, you sit down on your first day with HR and sign a bunch of paperwork that explains your employee benefits. Often,...

Summer is over. The school year has begun, and suddenly the year feels new again. When I recently heard the phrase “September is the new...

One of the main misconceptions I hear from clients is that they don’t think they need a will because everything is going to go to their...

August can often feel like the busiest month of the year. Last minute summer vacations, finishing summer projects, and dreaded...

1. I don’t have enough money to need a will. No we aren’t all millionaires or even close. In fact, 48% of Americans live...

Trusts are commonly thought to be complicated, but in reality trusts are often used to simplify matters. Think of a trust as a bucket. If...

We live in the age of electronic ease. For every problem we face, an app is right there to solve it. And, for every question we have,...