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...

Estate Planning for Teachers
To say the last year and a half has been a challenge would be the understatement of the century. So many have stepped up to help others and to give a sense of normalcy in such an abnormal time. One group of people especially come to mind: teachers.
Children...

CNBC Article: Estate planning for LGBTQ+ families is crucial. Here’s what you need to do
Everyone should have an estate plan. For LGBTQ+ families, it may be even more critical.
Members of the LGBTQ+ community are less likely to be married or they may have children where only one partner is the biological parent, said Gina Nelson,...

Weddings, Wills and More!
Traditionally, June is the most popular month for weddings and is probably what perpetuates the term “June Bride.” If you are planning upcoming nuptials or have recently been married, you know how much planning goes into a wedding. Couples take great care in planning every detail from the flowers to researching the...

Off to College? Don’t Forget About the Essentials!
This time of year is always so exciting for parents. Proms. Parties. Pictures. Graduations. Prepping for college. But before you do all that, there is something else you should consider for your 18-year-old child: their estate plan.
We know what you are thinking, “why would I need an estate...

The Sandwich Generation: How to manage if you find yourself here
Did you know that a staggering 47% of adults in their 40s/50s are providing care to a parent 65 + years old while also raising their own small child or helping to support their young adult child? This increasingly common group has been coined the “sandwich generation” to describe adult children who...

Legal Planning for Individuals with Memory Loss
Creating a plan for your future in the early stages of the disease to ensure your wishes are met can be empowering. The sooner legal plans are established, the better prepared you and your family will be! It is nor-mal to feel overwhelmed by the details of legal planning, but remember that...

April 16th is National Health Care Decisions Day
Today, we will be celebrating the 14th annual National Healthcare Decisions Day (NHDD)! National Health Care Decisions Day is an initiative that encourages all adults to plan for the possibility of a health crisis of their own, bringing peace of mind for themselves and their families! It is important that health care decisions are done ahead...

One Year Later: Covid-19, Estate Planning and You
Living through the last year with Covid-19, everyone has emerged with their own takeaways. In our field of estate planning &...

Benefits of a Virtual Estate Planning Consultation
As awful as the coronavirus pandemic is, we should all be grateful that it has hit at a time in history when we have the technology to help us cope. First and foremost, medical science has advanced to the point that vaccines to protect us from catastrophe have been developed at an...