Caring for both aging parents and young children brings unique responsibilities. You may be helping your parents with medical decisions and finances while ensuring your children’s future is secure. Without a clear plan, unexpected situations can leave your family vulnerable. Taking proactive steps now can provide stability and peace of mind for...
Keeping Your Wishes Current: Why Regular Updates and Essential Documents Matter
By Attorney Wendy Weston
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Life is rarely static. Relationships evolve, families grow, and circumstances change. An estate plan, designed to ensure your wishes are carried out after you're gone, should reflect these changes. Here's why regularly updating beneficiaries and reviewing your estate plan every 3-5 years is crucial:
Overwhelmed by Estate Planning? Start Here!
By Attorney Erin L. Nunes, Esq., Partner
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One of the most common reasons people delay estate planning is the sheer volume of decisions it seems to require. The good news? You don't need to have all the answers upfront.
Instead of feeling paralyzed by the...
How to Talk to Your Family About Estate Planning During Thanksgiving
Thanksgiving is a time to give thanks for our loved ones and all that we have. It can also be a good time to start a conversation about estate planning. Estate planning is the process of creating a plan for how your assets will be distributed after you die. It also includes...
Protecting LGBTQ Partners: The Importance of Health Care Proxies and Advance Directives
Planning for the future is essential, especially when it comes to ensuring that your wishes are respected in critical situations. For LGBTQ partners, having health care proxies and advance directives in place is a key step in safeguarding your rights and maintaining control over medical decisions. These legal documents enable you to...
Power of Attorney vs. Health Care Proxy: What’s the Difference?
When thinking about your future, it’s natural to want reassurance that your wishes will be respected, both financially and medically. The Power of Attorney and Health Care Proxy are two ways you can make sure that the people you trust can step in and make decisions on your behalf if needed. Although...
Feel Good February Starts with Feeling Secure! Learn How Estate Planning Can Protect Your Family’s Future
February is known as the month of love, but it can also be the month of security for your family. This Feel-good February, why not give your loved ones the ultimate gift of peace of mind by getting your estate plan in order?
An estate plan is more than...
Creating an Estate Plan: How to Protect Your Wealth and Prevent Hardship for Your Heirs
Written By: Attorney Erin L. Nunes, Partner
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Estate planning is the process of making arrangements for your assets when, and if, you become incapacitated, and after your death. It can help you ensure that your assets are distributed according to your wishes, minimize estate taxes, protect your loved...
Lifetime Planning for Solo Agers
Often, we say that estate planning is about thinking about your family, but what if you don’t have family? Solo agers are a demographic that, although unique, are not uncommon. More and more we are seeing a widow or a widower, divorced, never married or an only child who has no siblings...
New Year’s Resolutions for Seniors
New Year’s resolutions are a way to start off the New Year right. Usually, they have to do with improving ourselves. Whether it is to lose weight, exercise, learn a new skill, etc. More often than not, the resolution only lasts a few weeks or a couple of months. Here is an...