At the start of the new year, it is common to think ahead about the various things we need to accomplish in the next 12 months in order to take care of ourselves, our loved ones, and the things we care about.
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High school graduation season is upon us, and although it may look different from what we are used to seeing in terms of pomp and circumstance since we are still dealing with a pandemic, one thing remains the same for these graduates.
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I Care A Lot Have you seen this movie? With the assistance of a shady doctor, Marla Grayson, a wicked public conservator targets wealthy seniors so that she can liquidate their assets and profit from managing them after a court declares these
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Having a plan that takes care of you and your family is important for everyone, but it is especially important for single people. Simply put, for singles, there isn’t that obvious default support person to help like there is between married couples.
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Estate planning—it is an incredibly important tool and process, not just for the super wealthy or those thinking about retirement. Estate planning is something every adult should do to take care of themselves and the people they love. Estate planning can help
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I enjoy working with clients of all ages and circumstances, but there is a special place in my practice for clients with minor children. This is probably because I am a mom and have two, school-aged kids. For my clients with newborns,
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What’s one easy, practical thing you can do for you and your family right now? Prepare an “Emergency Envelope.” An Emergency Envelope is a packet of documents that you or a family member could grab in an urgent rush out the door
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In short, it’s time to think more about Powers of Attorney and Advance Health-Care Directives. In my estate planning practice, I’m often helping clients prepare Wills, Trusts, Powers of Attorney, and Advance Health-Care Directives, though most of the conversation focuses on the
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In order to do my part to combat the spread of the coronavirus, and in concert with the recommendations by our public health agencies and officials, I will be working remotely and conducting estate planning meetings by telephone or video as much
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Most clients are surprised to learn that they have done at least 75% of their estate planning before they even have a Will. How can that be? Do you remember completing a beneficiary designation form when you bought life insurance? How about
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