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Deeper Dive into Advance Health Care Directives

When it comes to your health care, especially during these uncertain times, you need to ensure that two estate planning documents are up to date. The first is your health care power of attorney. This document allows you to name a person to make medical decisions on...

Estate Planning: 3 Reasons We Run the Other Way

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 Danger of Adding Kids to Bank Accounts

I want to leave my bank accounts to my children when I’m gone. Can’t I just make the children joint owners? I hear this all the time. That idea sounds better than it is. Yes, your kids would avoid court proceedings when you pass. But you might put yourself at risk at...

Are Any of These 10 Mistakes Lurking in Your Estate Plan?

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...

Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become a matter of public record. That means your...