Rumor v. Reality No. 1: Shelf Life of Estate PlansFebruary 10, 2023Team TREELRumor: “I signed a Will, power of attorney and a living will 15-20 years ago.…Read More
Single Parent Estate PlanningOctober 7, 2022Team TREELA widowed mother of two children, ages 6 and 8, is severely injured in a…Read More
Seven Tips for When a Loved One Refuses to Talk About Estate PlanningAugust 26, 2022Team TREELWhether it’s fear of death, stress about the potential costs or feeling overwhelmed by the…Read More
Professional Referral PartnersMarch 8, 2022Team TREELAccountants, other lawyers, financial advisers tend to be on the front lines when they’re meeting…Read More
Case Study: Sticky Notes Can’t Replace a WillMarch 1, 2022Team TREELWhen Zappos.com CEO Tony Hsieh died, the multi-millionaire did not have a Will or estate…Read More
Why do Blended Families Need to Estate Plan?October 11, 2021Timothy RiceQTip trusts also know as qualified terminable interest property trusts and reciprocal Wills can be…Read More
The ABLE Act: Achieving a Better Life Experience for your Disabled Family MemberNovember 1, 2019Kimberlie FieroAre you worried about savings for someone in your family (or yourself) with a disability?…Read More
Don’t Leave Your Pets Out of Your Estate PlanningOctober 9, 2019Kimberlie FieroHaving an animal companion is heartwarming, fun — and sometimes demanding. When we bring pets…Read More
Might Co-Living be a Housing Solution for Isolated, Older Americans?September 25, 2019Timothy RiceOlder Americans have been living with others for as long as there have been older…Read More
Finding someone’s date of deathAugust 26, 2019Timothy RiceImagine your grandfather left a portion of his estate to his sister, but Great Aunt…Read More