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 …
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing, and pumpkin pie are important (and delicious) traditions, this cherished holiday offers something even more valuable—a perfect opportunity to think about, discuss, and preserve your family’s legacy. In this article, you’ll discover practical ways …
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning Read More »
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what many people don’t realize is that being an executor can turn into a demanding part-time (or full-time) job that lasts months or even years, often during a time …
The Hidden Truth About Settling a Loved One’s Estate Read More »
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound commitment to protecting America’s future – and now it’s time to protect your family’s future through thoughtful estate planning I call Life & Legacy Planning. Just as …
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans, her passing reveals important lessons about estate planning that everyone can learn from. In case you haven’t read about what’s happened to her estate since she …
Shelley Duvall and What We Can All Learn From Her Death Read More »
October 21-27 is National Estate Planning Awareness Week, which means it’s time to shed light on this often misunderstood and frequently avoided topic. You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate planning that I hear often. In reality, estate planning …
In today’s world, where natural disasters and unforeseen events can disrupt our lives at a moment’s notice, preparedness is no longer a luxury; it’s a necessity. So to make sure you and your loved ones are prepared for any emergency situation, I’ve created this comprehensive guide to provide a strong foundation for your financial security …
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