Financial advisor consultation with clients on retirement, finance planning or investment and document on laptop screen. Accountant woman, senior people and pension advice, asset management or budget

What is Incapacity Planning?

A comprehensive estate plan doesn’t only include instructions for what will happen to your property when you pass away — it should also include a plan for incapacity. Incapacity planning specifies who will handle your financial and business affai… Read More
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Categories: Estate Planning
Probate law book with gavel on top. Legal and law concept

Strategies to Avoid Probate

Losing a loved one can be emotionally overwhelming — and dealing with the complex legal and financial aspects of their estate can be particularly stressful. If you are beginning the process of planning your estate, you might have many questions abo… Read More
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Categories: Probate Avoidance
Elder Law

Fast Facts About Power of Attorney Documents

While everyone’s life and estate planning will look different, there are a few parts that will almost always be there. Arguably, the most important are the Power of Attorney documents. These documents can prove to be a massive lifesaver for familie… Read More
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Categories: Estate Planning
Estate Planning

Who Can Know About An Estate?

The loss of a loved one is an intense and stressful situation for everyone. It can often be made worse by being kept in the dark about something you think you should know. When it comes to sorting out an estate plan, the question of who can know abou… Read More
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Two people sharing their concerns about an aging loved one

Dementia and Alzheimer's: The Tough Conversation

The hardest conversations are always the ones we need to have the most. As we are starting to get older, more families will have to learn to work with a declining mental state. When a loved one is starting to show signs of dementia and Alzheimer̵… Read More
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Categories: Elder Law
A woman, showing an older woman information about proper incapacity planning on her phone.

Guardianship and Conservatorship

Sometimes, we all need a little help. In an ideal world, we would all have a pre-built safety net of friends and loved ones. Unfortunately, our world is far from ideal. More than 1/3 of Americans don’t have their estate planning taken care of. This… Read More
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A distressed woman praying, or deep in thought

So, You Are An Executor: What Now? 

For many, it’s the worst news at the worst time. Being granted the responsibility of seeing a loved one’s estate through from start to finish is a difficult, trying experience. Most people don’t know what they are supposed to do, and it’s… Read More
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Categories: Blog
A mother and two children baking together.

Estate Planning Made Simple!

When it comes to planning for the future, pretty much everyone is starting at ground zero. It’s an complicated undertaking that many people put off until the last second. Even though estate planning is everyone’s responsibility, it’s easy to be… Read More
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Categories: Blog
A distressed woman praying, or deep in thought

The Real Cost Of A Will

When folks start out their estate planning journey, they often ask “How much does a Will cost?” This is an understandable question, but it comes with a ton of baggage. While a Will serves as a part of a comprehensive estate plan, it’s far from… Read More
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Categories: Living Wills
A model home next to a key

How Estate Planning Works

Talking about estate planning can be a scary proposition. The phrase Estate Planning covers a lot of different bases, from the most bare bones Will to the most fully kitted out Trust. Many people frequently put this very important duty off as long as… Read More
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Categories: Estate Planning