Rumor v. Reality No. 1: Shelf Life of Estate Plans
Rumor: “I signed a Will, power of attorney and a living will 15-20 years ago.…
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Single Parent Estate Planning
A widowed mother of two children, ages 6 and 8, is severely injured in a…
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Seven Tips for When a Loved One Refuses to Talk About Estate Planning
Whether it’s fear of death, stress about the potential costs or feeling overwhelmed by the…
Read MoreProfessional Referral Partners
Accountants, other lawyers, financial advisers tend to be on the front lines when they’re meeting…
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Case Study: Sticky Notes Can’t Replace a Will
When Zappos.com CEO Tony Hsieh died, the multi-millionaire did not have a Will or estate…
Read MoreWhy do Blended Families Need to Estate Plan?
QTip trusts also know as qualified terminable interest property trusts and reciprocal Wills can be…
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The ABLE Act: Achieving a Better Life Experience for your Disabled Family Member
Are you worried about savings for someone in your family (or yourself) with a disability?…
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Don’t Leave Your Pets Out of Your Estate Planning
Having an animal companion is heartwarming, fun — and sometimes demanding. When we bring pets…
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Might Co-Living be a Housing Solution for Isolated, Older Americans?
Older Americans have been living with others for as long as there have been older…
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Finding someone’s date of death
Imagine your grandfather left a portion of his estate to his sister, but Great Aunt…
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