Oh, New Year’s resolutions… those pesky promises you make thinking they will improve well-being only to discover three weeks in that they just lower your self-esteem and leave you wondering about your willpower. If you haven’t been able to make…
When you grow up with an estate planning attorney for a father, you don’t just celebrate gaining the right to vote when you turn 18, but gaining the right to control your financial and medical affairs, too. And what better…
October was National Cybersecurity Month and while the days of Fall may feel far behind us, the importance of cybersecurity hasn’t changed. This year more and more families will be ordering their Christmas gifts online to skip long lines and…
Certified financial planners (CFPs) and Estate Planning Attorneys are two complementary professions that work together to ensure your present and future financial well-being. CFPs help you organize your finances by working with you to design a plan that allows you…
Escheat, pronounced \ is-ˈchēt , ish-ˈchēt\, refers to a government’s right to take ownership of estate assets or unclaimed property. It is what happens to your life’s work if you die without legal heirs and do not designate any beneficiaries…
An estate plan is a lot of things. It is a financial plan that helps you map your way from early adulthood to post-retirement. It is a security blanket that ensures a trusted loved one or advisor has been designated…
If you are in the process of building your estate plan you have probably heard about the benefits of placing your assets in a trust. This route is often recommended for those wary of costly and complex probate procedures or…
A number of important life events prompt the need for an estate plan update and one of them is adoption. Around 135,000 children are adopted in the United States each year. In addition, as blended families become more common, so…
The best part of being an estate planning attorney is helping folks in our community gain financial security and peace of mind. After all, healthy, secure communities are the backbone of well-being at all levels, and it is a real…
Thomas Edison’s famously stated that “genius is one percent inspiration and ninety-nine percent perspiration.” This gets batted about a lot in business coaching communities and while it’s not wrong, it’s also not complete. Any athlete will tell you that training…