Category

Estate Planning

How to Find an Estate Attorney in 2025 (Part II)

  How to Find an Estate Attorney in 2025 When faced with legal challenges—especially during a time-sensitive or crisis situation—finding the right attorney can feel like navigating a maze without a map. For individuals seeking representation, it’s not just about hiring someone knowledgeable in the law, but also someone who understands the personal dynamics of...
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Why is Estate Planning Important?

  Why is Estate Planning Important? And why Father’s Day is a great time to reflect. June is our time to celebrate the fathers, grandfathers and father figures in our lives. It’s a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men...
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Children and Estate Planning: What Parents Need to Know

Children and Estate Planning Graduation time is upon us, and you have a kid leaving the nest and turning 18! How did this happen? When your child turns 18, they’re legally considered an adult even though you may feel they have a lot more growing to do, but they will likely argue this point!  Just...
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Is Estate Planning Tax Deductible?

Is Estate Planning Tax Deductible? It’s that time of year where you are either really happy or really disappointed that tax season has recently ended.  If you are wondering what is considered tax deductible, where to spend that tax refund, or is estate planning tax deductible; this article might help. Unfortunately, after the Tax Cuts...
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Do You Need an Attorney for Estate Planning

Do You Need an Attorney for Estate Planning With the deluge of AI software, is hiring an attorney necessary? Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especially when the stakes are low. Need a personalized meal plan or...
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What Documents are Needed for Estate Planning?

What Documents are Needed for Estate Planning? Explaining Power of Attorney If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney.” But, do you really know what it is? The terms “power” and “attorney” carry weight but may not mean what you think....
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When to Start Estate Planning

When to Start Estate Planning How to Discuss Estate Planning with Your Parents Today, we’re diving into a topic that is absolutely crucial: when to start estate planning for your parents. As they elegantly navigate their golden years, ensuring their peace of mind and yours too, becomes a top priority. Whether they raised you the...
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Why Do People Avoid Estate Planning?

Why Do People Avoid Estate Planning? Four Estate Planning Myths Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey found that 52% of...
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What To Do When Disaster Strikes

What To Do When Disaster Strikes No one likes to think about disasters, but when it happens, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused...
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Common Estate Planning Questions Part 2: Understanding Wills vs. Trusts

Common Estate Planning Questions Part 2: Understanding Wills vs. Trusts Let’s talk about something most people love to avoid – planning for when we’re not around anymore. We know – it’s not exactly happy hour conversation. But here’s the fact: taking care of this now could save your family from a mountain of headaches later....
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