[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] The funeral is behind you and the refrigerator is filled with hotdishes from the neighbors. While it might seem like all of the difficult work is behind you, there are still a number of tasks to be managed in the days following the service. To help guide you...
Tasks After a Loss: What To Do Immediately After a Loved One’s Death
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] When a loved one dies, the to-do list of tasks and notifications can feel daunting, especially when you’re also facing what feels like a mountain of grief. Over the next few weeks, we will offer guidance for the steps to be taken in the initial days, weeks, and...
Finding Peace of Mind in Estate Planning
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] There are numerous benefits to estate planning, but one that cannot be discounted is the peace of mind that comes with having an estate plan in place. Regardless of the size of your estate, it is inevitable to question what will happen with your hard earned assets should...
Estate Planning for Parents of Children with Autism
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] If you have a child with autism, planning for the future can be daunting – but it is necessary to ensure a successful life for your autistic child after you are gone. As a parent of a child with autism, you are likely concerned with financially providing for...
What is the Sandwich Generation?
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] It is not uncommon that family members, predominantly female family members, have provided a majority of care to their aging loved ones. Today, middle-aged adults, known as the “Sandwich Generation,” are those who are caught between the demands of caring for their children and providing care to their...
A Case Against “DIY” Estate Planning
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] The internet makes information much more accessible than ever before, and with that accessibility, many people feel more comfortable attempting to do things themselves. It is easy to search engines to find Do-It-Yourself (“DIY”) guides and instructions for just about anything. However, many projects should be left to...
Estate Planning for the Modern Family
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] A traditional “nuclear family,” typically consists of a mother, father, and two children. However, what makes up a typical family structure in our society has shifted to a more complex structure, including step-children, cohabitation, same-sex couples, and blended family structures. While basic estate planning principles are similar for...
Things To Consider When Choosing a Guardian For Your Children
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] I was recently asked by a new client what I find to be the main thing couples struggle with when it comes to making, and agreeing on, estate planning decisions. It was an easy answer – naming who will be the guardian(s) of their children. Not only is...
New Year’s Goal: Begin or Update Your Estate Plan
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] It’s a New Year, and for many people that means a time to regroup and reset. It’s a time to reflect on finances, health, habits and goals – and to visualize what you would like to accomplish in the upcoming year. Most common New Year’s goals include improving...
Estate Planning for New Parents
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] It is common that an event or experience will cause someone to take steps to start their estate planning. In my experience, it is the expecting, or birth, of a baby that most often leads people into my office. It may seem that amidst buying baby clothes and...










