Articles - Estate Planning

August 3, 2020
Estate Planning Wills

Have you considered a letter of wishes?

Have you considered a letter of wishes? Besides your will, this is a way to leave your voice behind for your loved ones to learn more about your decisions, ideals, and values.

July 5, 2020
Medical Directives Power of Attorney

Free Emergency Documents for Healthcare Workers

Free Emergency Legal Documents for Healthcare Workers Healthcare workers have been at the front line of the COVID-19 outbreak response since the beginning. While the majority of America stayed at home, the medical community reported for duty, day in and ...

November 5, 2019
Probate

The Pros and Cons of Probate

Pros and Cons of Probate to Consider. Amongst, estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with larger estates — financial planners recommend trying to keep property out ...

September 20, 2019
Legal Advice Medical Directives Power of Attorney Wills

Estate Planning Tips for Someone Who Is About to Go in for Major Surgery

Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will be among the things you may be worried about. However, ...

September 7, 2019
Legal Advice

Can’t I just record my wishes on my smartphone?

The golden age of the smartphone has made the sharing of videos and photos more accessible than ever before. This easy access to a quality camera has led many people to wonder: can I make a video will? More importantly, ...

August 15, 2019
Medical Directives

How to choose a Guardian for Yourself

Every day we make hundreds of decisions from what to eat for breakfast to where we go on vacation. With each passing day, there are more choices to be made. However, what will happen if you can’t make decisions for ...

July 6, 2019
Estate Planning Military

Estate Planning for Military Families

No matter the time of year, it is always an excellent opportunity for members of the military and their loved ones to consider setting up — or revising an existing —estate plan. Due to their unique circumstance, military families need ...

June 21, 2019
Estate Planning

3 Liability Planning Tips for Physicians and Other Professionals

You probably know that the practice of medicine is a profession fraught with the risk of liability. It’s not just medical malpractice claims either (although those are undoubtedly scary enough). It’s the entire scope of risk from being in business, ...

June 18, 2019
Probate

Funding Is Important To Help Avoid Probate

When properly prepared and funded, a trust-based estate plan will avoid the public, costly, and time-consuming probate court process. Shockingly, many people still make a big mistake, catapulting their assets and loved ones right into the oft-dreaded probate court system. ...

June 11, 2019
Trusts

Traditional Asset Protection Plans

You may be surprised to learn that not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point during your life. You probably currently have one or more ...