A do-it-yourself (DIY) or even an online Will may seem like a really good deal on the surface – for a little bit of money you purchase a Will template or you can go online and have it prepared without an attorney. But, a Will can be a complicated matter – estate attorneys go to school for years a…
Download a free copy of the “Estate Planning Checklist for Parents” and start planning to protect your kids through it all.
Without an estate plan in place, if something were to happen to you, your estate would be managed by a court-appointed conservator and then turned over to your child at 18. Learn how to make a plan today.
Why not make 2020 the year you finally give yourself and your loved ones the peace of mind of a well thought out estate plan?
With the New Year behind us, our thoughts inevitably turn to new beginnings and self-improvement. Many of us resolved to eat healthier and exercise more, save more money…
What is a Will and why do I need one?
It is often difficult for people to think about death, and understandably so, but in order to ensure that your loved ones are cared for after you pass away, it is important to consider drafting a will. A will is a written document, that designates guardians…
Two Documents Every 18 Year Old Should Sign
Whether your young adult lives at home with you, attending college or out on their own, we recommend that your child sign a Durable Power or Attorney for Finances and a Power of Attorney for Health Care. These two estate planning documents, more commo…
Estate planning is the systematic approach to organizing your personal and financial affairs in order to deal with the possibility of mental incapacity and certain death. All Estate Plans should contain these five documents. We will be able to assist you in preparing all of these documents and customize them for your situation.
As the baby boomer generation has moved into retirement age, many are choosing to make big life moves. Baby boomers are increasingly staying in the work force, pursuing new ventures, as well as getting divorced and remarried. These are often not their first marriages, which means that they may have a web of previous obligations and financial entanglements to sort out. Here is a non-exhaustive list of some key financial points to keep in mind to make this big transition as stress-free as possible:
OMG – This was the understatement of the year for me.
It’s Saturday night (Sunday a.m. about 2:00 a.m), I have been in Seattle for a total of 3 hours, I am awakened by the familiar ring of my son, Eric, (each of the 6 kids has their own ring, of course) but I can’t reach the phone, as I am still…