Creating an Estate Plan that includes a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, and Health Insurance Portability and Accountability Act Authorization provides numerous benefits during life and at death. During life, the plan provides directions to your family regarding your medical care and finances if you […]

Remember the last time you met a would-be professional connection for lunch and it didn’t go quite as planned? Maybe they were late (ugh), maybe you were late (gasp), or maybe you just didn’t quite hit it off. Taking time out of your day a couple of times a month to build relationships with complementary […]

Creating an Estate Plan that includes a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, and Health Insurance Portability and Accountability Act Authorization provides numerous benefits during life and at death. During life, the plan provides directions to your family regarding your medical care and finances if you […]

October is Cybersecurity Awareness month. Throughout the month, the nation’s cyber defense agency, Cybersecurity and Infrastructure Security Agency (CISA), will encourage everyone to take action to stay safe online, including business owners, by raising awareness about how to combat constant and ever-increasing online threats. Although significant security breaches are usually the ones in the news, […]

Creating an Estate Plan that includes a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, and Health Insurance Portability and Accountability Act Authorization provides benefits both during life and at death. During life, the plan provides directions to your family regarding your medical care and finances if you […]

As most individuals realize, creating an Estate Plan that includes a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, and Health Insurance Portability and Accountability Act Authorization provides benefits both during life and at death. During life, the plan gives directions regarding your finances and medical care if […]

These days, in a rough economy, we hear a lot about adult children in their late 20s or early 30s moving back in with their parents because of unemployment or underemployment. However, what happens when older parents opt to move back in with their financially stable children? A weakened economy altered the family dynamic in […]

Individuals whose net worth exceeds a few million dollars often have charitable goals. Some, like Bill and Melinda Gates, create foundations to further those goals. Others, like the late Paul Newman, use foundations to receive profits related to a specific endeavor and to ensure distribution to charitable causes. Others, like MacKenzie Scott, Jeff Bezos’ former […]

The world recently watched the impressive formal activities surrounding the funeral of Queen Elizabeth II. Her funeral had been planned and scripted out decades ago. Yet, most families don’t talk about funeral planning, just as so many avoid estate planning. This summer also marked the 25th anniversary of the death of Diana, “the People’s Princess.” […]

Estate Planning practitioners often counsel clients regarding whom they should name as fiduciaries in addition to advising them how to structure a plan to provide maximum protection and flexibility for their beneficiaries. Those beneficiaries often include a spouse and children, but when the client survives their spouse and children, never had a spouse or children, […]