“I was getting along in age, and I’d heard about the difficulty others had getting their assets to their family when they died. So, I had...

According to the U.S. Department of Health and Human Services, most people over 65 will eventually need help with daily living tasks,...

Mistake #1: Doing nothing because you think planning for death means you’ll die sooner. Truth/Solution: Everyone dies, but some have...

Fairly often, I meet with an adult child who’s attempting to help their aging parent with some financial or medical issue… for example,...

Congratulations, you have a Last Will and Testament! You’re feeling pretty good about yourself, aren’t you? I mean, after all, you’re one...

Having a blended family comes with some challenges, one of which is ensuring a surviving spouse has enough to live on while also...

True story - a few years ago, I consulted with a client who’d used an online website to prepare her estate plan. She then got the...

As you probably know, I often write about the “horror stories” resulting from the failure to properly plan…. the estranged son who shows...

There are a number of reasons to consider creating a Trust rather than just a Last Will and Testament. For one, and this is generally the...

Most people like to spend money, don’t they? Buying new and expensive things is fun and gives us an adrenaline rush. In fact, did you...

Did you know that, since the days of ancient Greece, men and women used written documents called last wills to transfer their assets to...

Occasionally, I’ll consult with a new client (or possibly the family of a decedent) who had a trust created years ago. When the trust was...

Over the years, I’ve heard so many different reasons (excuses) why people don’t have an estate plan: "I don’t have much, so I don’t need...

Just recently, I helped a young client create an estate plan. When he first called, he told me, "I'm young and don't have too many...

A trust is a very important estate planning document for many reasons, which I’ve covered in prior blog articles. But the best trust...

Losing a loved one is never easy. Unfortunately, for many of my clients, the pain doesn’t end there. The last thing you want to do after...

So you’re happily remarried, and you can’t imagine life being any better. You get along well with your step-children (or maybe you...

According to a recent U.S. Census Bureau brief, over 4 million children in the United States had a disability in 2019, defined as...

Recently, I met with a new client (we’ll call her Susan) who’s mother had recently passed away. Susan needed help with her mom’s estate....

Have you ever asked yourself, “Why do I procrastinate?” You know you should do something, and you keep telling yourself you will, but you...