Preparing and organizing your financial information will bring peace of mind to you today and relieve your loved ones’ burden in the future. The goal is to make and maintain an accurate list of accounts and passwords and relevant contact names at financial...

Many websites offer customized, do-it-yourself wills and other estate planning documents.  Although such products are seemingly convenient, using them could create serious and expensive legal problems for heirs. These digital services appear to offer a cost-effective...

Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust. Revocable trusts are an effective way to avoid probate and provide for asset management in the event of...

My family and I don’t own much. Can’t we put off planning until we can afford it? You shouldn’t. It is crucial to give legal authority to a person of your choice who can care for your children if anything should happen to you. You don’t want your children to become...

It can be hard to get motivated about your estate planning. It sounds about as fun as getting a root canal. You also, however, probably want to make sure that your loved ones are protected and receive your hard-earned money and property – regardless of whether you...

The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare a person for such a loss. However, dealing with the financial stress of frozen bank accounts can exacerbate the stress. Without proper planning, your significant...

1) Lack of Health Care and Disability Planning. Most deaths occur in hospitals or other institutions. Patients may be incapacitated to the point where they can no longer communicate their health care wishes. During current times with COVID-19 this is a concern that is...