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Written Blogs

Which life events require an immediate estate plan update?

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates,...

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Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

There is no such uncertainty as a sure thing.                                      –Robert Burns Even with an estate plan, things can always happen that may cause confusion for the estate–or threaten the plan altogether. Below are three examples of worst-case...

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5 Reasons to Embrace the Emotional Nature of Estate Planning

When you hear the phrase “estate plan,” you might first think about paperwork. Or, your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to...

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Do It Now: Name a Guardian for Your Minor Child(ren)

We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But, you must. If you don’t, a stranger will determine who raises your children if something happens to you, which means...

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Who Needs an Estate Plan?

If you’re reading this, you need an estate plan. "Why?" you might ask. The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter your age; if you've built up considerable wealth or if you are just entering adulthood, you need a written...

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Even Vampires Need Estate Planning

Yes, even the undead need an estate plan.  After you stop laughing you need to hear me out.  As we've learned from the likes of The Vampire Chronicles, the Twilight saga, and HBO's True Blood, vampires aren't immortal.  They do die, and it's usually unexpected and...

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