Will Someone Else Make That Final Decision for You? 

Estate Planning

I have previously explained that a Living Will is the document that tells health care providers if you want to be removed from life support.  This is an important document because, if your wishes are not clear, loved ones and health care providers will be left to make...

Is it Your Estate Plan or the Plan Chosen for You?

Estate Planning, Uncategorized

One of the most enjoyable parts of my practice is the opportunity to work with people creating an estate plan. As we discuss the issues that matter most to them, and tailor a plan to address those issues, they often express the peace of mind this process provides....

The Lesson Behind Estate Planning We Must Not Forget

Estate Planning, Trust, Wills

I write these columns primarily to encourage people to prepare their estate plan before it is too late. Without preparation, many families must deal with terribly difficult situations that could have been avoided. Proper planning means more than simply listing what...

Are you Prepared to Step In?

Estate Planning, Trust, Wills

I recall an article published in the Wall Street Journal® titled “The Difficult, Delicate Untangling of Our Parents’ Lives.” The author and his wife were in their 50s and dealing with the challenges of parents too incapacitated to handle their own affairs....

What Will Your Estate Plan Accomplish for Your Family?

Estate Planning, Trust

For those who attend my presentations, I offer a free, no obligation estate planning audit. There are three reasons for the audit. First, we discuss the issues/questions important to that person or couple. Second, we discuss what is accomplished with their current...

A Simple Step to Protect Your Family

Estate Planning

A common thread of my posts is the need to “plan when you can.” This stems from what I consider to be the first rule of proper estate planning . . . ensure you maintain control of your estate. In this case, “estate” does not mean just your possessions or “stuff.” It...