January 21, 2023 Incapacity – what, when, how? Incapacity is not a fun topic or thought, and there are many moving parts
November 10, 2022 NOW is the time! The time to what, you ask? Time… to check and update beneficiaries on all your accounts; to check your real
October 24, 2022 Contesting a Will or Trust A Will or Trust contest can derail final wishes, rapidly deplete estates, and tear
July 8, 2022 Bank Accounts and Death or Incapacity You surely have at least one bank account, so what would happen to it
May 25, 2022 Stepchildren Let’s talk about stepchildren, step grandchildren and stepparents. Please start by watching this video.
May 6, 2022 Do You Own Rental Property? A comprehensive estate plan should address all of your assets. For most people, an
April 1, 2022 Courtroom Story – A Must-read I have a story I’ve been meaning to share, in fact, I wish I
March 25, 2022 Don’t Fall for It! Top 3 Estate Planning Myths – Busted! Like any other complex subject, estate planning has its share of myths and misconceptions.
February 23, 2022 Power of Attorney (POA) For most people, the phrase “Power of Attorney” means very little. Even for those
February 16, 2022 So You are the Executor, now What? Let’s say you are nominated in someone’s Last Will and Testament as the Executor,
February 2, 2022 Tell your family you love them, without spending any money! Valentine’s Day is in the air and we have a challenge for you – Tell your family you
January 17, 2022 3 Reasons You Want to Avoid Probate When you pass away, your family may need to visit a probate court in
