The COVID-19 pandemic has changed the way everyone does business. While we still love to see our clients in person, we’ve found that more often, folks ask to conduct their estate planning consult over Zoom. Virtual appointments are different, for sure, but also offer a great opportunity to be more flexible. Still, it’s easy to […]
You know it is important to plan for your future: college for the kids, retirement, and security for your family should anything happen to you. We hear all the time that the whole things seems so overwhelming – and often, people just put it off because it just seems so daunting. But once you’ve decided […]
Google the phrase “Estate Planning Mistakes” and you’ll see pages of results. Seems like attorneys and financial planners are always telling their clients how to avoid one mistake or another as they put together their estate plan. But in the end, the single biggest mistake you can make is all about what you DON’T do. […]
Understanding how to protect your assets as you age is a critical component of estate planning. In addition to navigating estate taxes, beneficiaries, and who will be responsible for your medical decisions should you be unable to make them yourself, it is also critically important to look ahead and think about long-term care coverage as […]
Are you planning for your children’s future? Picture this – you get an opportunity to spend some alone time with your spouse. What do you do to prepare for date night? You carefully select a babysitter. Then, you write detailed instructions; when to feed the baby, how often to change diapers, what snacks are allowed…and […]
