The holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right.

Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey.

To keep your family from feeling blindsided and to make the most of your conversation, consider these tips. Read more…

Many parents name godparents to mentor and guide their children throughout life. But the scary truth is that your children could still end up in protective services even if they have a godparent.

Read more…

With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may feel out of place, but creating your estate plan as part of your post-nuptial to-do list is the greatest gift you can give your new spouse. Read more…

Last week we started to explore the key estate planning components every newlywed couple needs to protect their rights, wishes, and plans now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. Read more…

If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in estate planning. Read more…

In part one of this series, we explored two popular scams that are targeting older adults this year. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. Read more…

In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shed light on their tactics, and provide you with practical steps to shield your aging parents from potential harm. Read more…

Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended.

If any of these events have happened in your life, it’s time to review your plan. Read more…

Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended.

If any of these events have happened in your life, it’s time to review your plan. Read more…

As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Legal guardians are the individuals you entrust with the care of your children if, for any reason, you are unable to do so yourself.

In the hustle of back-to-school shopping and end-of-season summer fun, it might seem like naming legal guardians for your kids is a low priority, but nothing could be farther from the truth.

Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. If any of these events have happened in your life, it’s time to review your plan. Read more…

Did you forget any of these critical financial steps when you created a Trust? Be sure to read this week’s blog to learn why proper funding of your Trust is essential to making it work! Read more…

If you’re getting together with family this summer, it’s also a perfect time to talk to your loved ones about estate planning and the legacy you want to leave behind for the next generation.

While it may seem like a distant matter, the national debt ceiling extension can have a significant impact on your family's financial well-being and future planning. Read more…

A power of attorney (POA) is a vital legal document that grants authority to an appointed individual to act on your behalf in various matters. While many people have a general idea of what a power of attorney is, there are often misconceptions about its scope and limitations. In this article, we will delve into what a power of attorney does and what it doesn't do, clarifying its essential role in estate planning and decision-making.

Creating an estate plan is a significant step in safeguarding your assets, protecting your loved ones, and ensuring your wishes are carried out. However, estate planning is not a one-time task.

Life is dynamic, and as circumstances change, it is essential to review and update your estate plan accordingly. In this article, we will explore the reasons why it is crucial to keep your estate plan up to date and the potential consequences of failing to do so.

When you think about a loved one who has passed away, you probably don’t give much thought to the material things they’ve left you. Maybe you have a piece of their clothing that you sometimes hold close to your heart or a favorite item of theirs displayed proudly on a shelf. But what you value most about that object likely isn’t its monetary worth but the memories it evokes of your loved one and the time you spent together. You wish you could still hear from them, learn from them, and share memories with them.

Death is a topic that many people prefer to avoid discussing or even thinking about. However, planning for the inevitable is a responsible and caring act towards your loved ones. One crucial aspect of this planning is creating a last will and testament or a trust.

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's essential to ensure that your legal affairs are in order so you can fully relax during your travels.

Can’t imagine doing one more thing before you take some much-needed time away?

Don’t worry! As your Personal Family Lawyer®, I'm here to guide you through these important tasks, so you can enjoy your vacation worry-free.

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and making money.