Latest Blog Posts

Estate Planning Today Must Include Digital Assets and Social Media

Posted on: April 29th, 2014
It wasn't very long ago that we had only paper for financial and tax records. We could simply point to a file cabinet or drawer and tell someone, 'Everything is in there when the time comes.' But now we have computers and the internet, and so much of our lives is online. Unless we include our digital assets and social media in our estate planning, our family or administrator may not be able to find critical documents....

What and When Should You Tell Your Children About Their Inheritance?

Posted on: April 22nd, 2014
Not many parents like to talk to their children about their wealth. How much money people have is usually considered a private matter, something it's not polite to talk about. But not talking to children about how much they may inherit can leave them unprepared to handle even a modest amount....

Aligning Insurance Products within a Planning Structure

Posted on: April 15th, 2014
We use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can come from property damage, businesses we own, disability, retirement and death. Instead of considering these products as separate items, make them part of an integrated, overall risk management plan....

Four More Common Estate Planning Mistakes

Posted on: April 8th, 2014
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a plan in place....

5 Common Estate Planning Mistakes to Avoid

Posted on: April 1st, 2014
From time to time, it's good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act. So, here are five common estate planning mistakes to avoid....

Online and Do-It-Yourself (DIY) Estate Planning

Posted on: March 25th, 2014
With the number of online and do-it-yourself (DIY) legal providers continuing to grow, some of individuals may be wondering if they could do their estate planning themselves. The advertising is seductive: attorneys use similar forms, the cost is significantly less than hiring an attorney, and many of these websites and kits are created by attorneys. In addition, most people think their estates are not complicated, and many think they are just as smart as (or smarter than) professionals....
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