The “Other” Costs of Failing to Plan

Estate Planning

I often meet with a widow or widower still grieving over the loss of a spouse. This time is obviously difficult for them. Unfortunately, it often becomes much more difficult for reasons that could so easily have been avoided. If a couple has an effective estate plan...

Will You Have Options After a Crisis Hits?

Estate Planning, Wills

I recall meeting with a heartbroken couple facing an aggressive, terminal diagnosis for one of them. There was little time left. From that meeting, I headed to a health care facility to review estate documents with a man recovering from a serious health condition. He...

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...

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...

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....