Long-Term Care: Protecting Yourself from Unplanned Expenses

Folks looking ahead to their twilight years often worry about losing their life’s work to long-term care facility fees. For some, the solution is simple: rely on children and loved ones for needed support. Unfortunately, this does not always work out. State law dictates that should you end up in a condition where staying at home is deemed unsafe, a qualified nursing facility must take over care. If caught by this unprepared, the consequences can be costly. Accordingly, everyone ought […]

Long-Term Care

Don’t Procrastinate on Setting up an Estate Plan: The Top 5 Reasons to Get Started Today

In these uncertain times, it may feel harder than ever to plan for the future. After all, in the space of a few short months any semblance of predictability has been lost and a litany of reasons for worry have taken hold. The Covid-19 pandemic and its associated consequences provoke a fear that for many is paralyzing. However hard this may be to overcome, experts insist that proactive behavior can have a profound positive impact on mental health. Besides the […]

Don’t procrastinate on setting up an estate plan. The top 5 reasons to get started today. 

Did You Miss Our Most Recent “Built to Last” Workshop?

Ever since announcing our “opening” we haven’t been able to keep up with all the calls asking for the return of our in-office workshops. You asked, we listened! Our May 28 event sold out immediately and so we’re at it again. On June 11 we’re offering “Built to Last,” a free, no-obligation workshop designed to answer any questions you might have about instituting a durable estate plan. One way or another, we look forward to meeting you and answering any […]

Did You Miss Our Most Recent

Think You Don’t Need an Estate Plan? Ask Yourself These 3 Questions First…

The word “estate” sounds much more aristocratic than it is. If you’re envisioning mansions and Rolls Royces and retirement accounts filled with millions of dollars, well, yes…that is an estate. However, so is your home, your car, the money in your bank account, or even your collection of 1st edition comic books, your dog, or the china set that was passed down from your great, great grandparents. Yes, all of those things we just mentioned are part of your “estate.” […]

do i really need an estate plan

The Little Red Wagon

When you were a child, you toted your prized possessions around with you wherever you went. Your little red Radio Flyer traveled with you around the yard and neighborhood. Packed with as many toys, sand box tools, dolls, and Army men as you could fit, ready for you to use at any time or maybe just keep away from your little brother or sister. Years pass, and our prized possessions increase in size and value. We still want to protect [...]

Life Stages and Estate Planning

When should you consider visiting with an estate planning attorney? When you reach the age of 18! Having proper legal documents in place can make transitions in life easier for you and your loved ones in the event of illness, injury or death. Consider hiring an estate planning firm that offers a client maintenance program. This will help make sure your documents stay up to date throughout all your life stages.  Which stage are you at now? Young, single and [...]

Understanding the Components of Estate Planning

Most people believe that having a proper estate plan in place is important to ensure that they and their families are taken care of. According to Caring.com’s 2019 survey, 76 percent of respondents believe that having a will is important, but only 40 percent of the respondents actually have one. Therefore, it is likely that many of your clients believe that proper planning is important but they may not have the right legal documents—or any at all—in place. Working together, [...]