Common Mistakes with DIY Estate Plans
The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ...
Estate Planning Strategies to Protect Your Spouse
You have searched for and found the love of your life, maybe your first love, or maybe after a previous marriage. As you have built your life together, you have ...
We All Need a Yearly Checkup: Your Estate Plan Does Too
One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition becomes serious. Likewise, it is important for your ...
The SECURE Act: How Does It Affect Your Retirement Accounts?
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most ...
Estate Planning is Like Building a Snowman
A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, ...
New Year, New Estate Plan
A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But making ...
Important Estate Planning Considerations for LGBTQ Couples
Everyone needs estate planning. Regardless of your age, race, gender, or sexual orientation, properly protecting your future and your loved ones requires a plan. For LGBTQ couples, there are a ...
Important Things Your Agent Under a Healthcare Power of Attorney Needs to Know
Even if you are currently the picture of good health, you may suddenly become too ill to make healthcare decisions for yourself or become unconscious after an accident, needing someone ...
Is a Handwritten Will Effective?
After the 2018 passing of the legendary singer Aretha Franklin, her family and lawyer initially thought she had died without a will. But in 2019, three handwritten wills—two from 2010 ...
Productivity Tips for the New Year
Are you feeling bogged down in a swamp of clutter, deadlines, and incomplete tasks? As we start the dawn of a new year, make it your goal to do a ...