Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey found that 52% of couples lack estate plans. These statistics highlight a dangerous disconnect …
4 Estate Planning Myths That Put Your Loved Ones at Risk Read More »
Every year on February 1st, we observe National Unclaimed Property Day – a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. And this isn’t just spare change we’re talking about. These are life insurance policies, forgotten bank accounts, uncashed checks, retirement funds, and other valuable …
National Unclaimed Property Day: Why Estate Planning is More Than Just Documents Read More »
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused during emergencies. In this article, I will walk you through how to prepare for …
From Preparation to Recovery: When Disaster Strikes Read More »
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have? As we enter 2025, it’s time to stop pushing those thoughts …
Five Essential Steps to Protect Your Loved Ones in 2025 Read More »
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. This article will break down the essentials of how asset ownership influences aid eligibility, offer actionable strategies to increase the chances of receiving aid, and highlight estate planning tools that can protect your wealth while optimizing support …
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership Read More »
The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Whether you want to establish a scholarship fund, support medical research, or help your local community, thoughtful charitable planning can …
When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing at all? These aren’t just academic questions – your choices today will impact your loved ones tomorrow. In this second installment of a two-part Q & …
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts are titled and who has access to them isn’t just about convenience—it’s about ensuring your assets transfer smoothly to your loved ones while protecting them …
Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets Read More »
In Part 1 of this series, we explored general estate planning considerations given today’s changing landscape, especially related to taxes, interest rates, and asset protection. Now, let’s focus on how to protect families with unique planning needs, including LGBTQIA+ families and those with children who have special needs. In this time of political transition, comprehensive …
With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you’ve been waiting for the “right time” to create or update your estate plan, there’s truly no time like the present, which presents both opportunities and urgencies that demand attention. With anticipated changes on the horizon and favorable conditions …
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With combined experience of over 50 years we have assisted and supported our clients, their families and businesses through many different situations. We focus on seeking solutions rather than creating problems for our clients. Whether you need support and services in litigation (family law, business and personal injury), would like mediation or need Estate Planning services, we will meet your needs with exceptional skill, ability and experience. We offer our clients compassion, integrity and respect.
