Estate Planning · September 02, 2022

Given the growing number of seniors, the prevalence of diminished capacity associated with aging, and the concentration of wealth among elderly Baby Boomers, we're likely to see a serious surge in the number of cases involving undue influence in the coming years. This kind of elder abuse can disastrously affect your aging parents' and other senior relatives' estate planning. Be aware, educated, and empowered in knowing what risks are for your elderly loved ones—and for your future inheritance.

Estate Planning · August 26, 2022

While a will is a necessary part of most estate plans, your will is typically a very small part of a comprehensive estate plan. A will alone cannot guarantee that your family will not go to court if you become incapacitated or when you die. If you want to learn why? Here are the things you should not expect your will to accomplish!

Estate Planning · August 19, 2022

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. Yet, while having a will is important—and all adults over age 18 should have this document in place—for all but a few people, creating a will is just one small part of an effective estate plan that works to keep your loved ones out of court and out of conflict.

Estate Planning · July 01, 2022

These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt, multiple recessions, and the pandemic have pushed many young people into a life path that leaves little room for getting married—and even less room for having children. If you're single with no children, you might think there's no need to worry about creating an estate plan. But this is a huge mistake.