Articles & Publications

5 Uncomfortable Questions Your Estate Lawyer Might Ask You

Estate planning is a highly personal, and often sensitive, endeavor. The primary goal of your estate plan, after all, is to protect you, your assets, and your loved ones. Ideally, you will form a lifelong relationship with your estate planning attorney, making it much more likely that your estate plan will succeed at its intended goals. Having an ongoing relationship with your estate …  read more

Top 5 Signs It Is Time to Consider Adult Guardianship

For an adult child, one of the most heart wrenching things you will ever have to go through is watching your parent’s mental and physical health deteriorate. The strong and wise parent who taught you everything you know and protected you when you were a child has become vulnerable and incapable of caring for himself/herself. This can be emotionally traumatic for an adult child; however, …  read more

When Should I Start Retirement Planning?

If you are still in your early 20s, the thought of retirement planning may not even have occurred to you yet – but it should. You will eventually start wondering when you should start retirement planning. The simple answer to that questions is – as soon as you can. Although you may not be thinking about, much less focusing on, your retirement years while still in your 20s, the reality is …  read more

Aren’t DIY Wills Better than Not Having a Will?

Like most people, you likely understand the importance of having at least a basic estate plan in place. For most people, that means executing a Last Will and Testament, at a bare minimum. For a relatively small estate, a Will is capable of directing the distribution of all estate assets after your death. Thanks to the internet, it is now possible to find all types of “Do-It-Yourself” …  read more

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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