1. Who needs estate planning?

    You should have a plan if you want to make sure you stay in control of your financial and healthcare decision making in the event of your disability. You should also take the time to plan if you want to make sure your wealth goes to who you want, when you want, the way you want. If you have children…Read More

  2. Talking to your parents about moving from their home

    You've come back from the Thanksgiving Holiday and you are concerned about the safety of your parents who are living alone. What do you do? This article will help you do what I learned at West Point: "choose the harder right instead of the easier wrong." How to Talk to Aging Parents About Moving to …Read More

  3. Alternatives to Disinheriting a Loved One

    In many cases a parent disinherits a child not because the parent hates the child but because the parent feels hurt.  But, there are alternatives to completely disinheriting a child or other loved one. The alternative depends on the underlying reason for disinheriting the person. Sometimes, fair do…Read More

  4. Benefit Your Loved Ones by Bringing Life to Your Estate Plan

    We often tell our clients that there is far more to a legacy than money. A will and a trust are essential documents to have—but there’s more to protecting your loved ones than just those documents. With these important documents (plus the lesser-known but just as important ancillary documents) y…Read More

  5. Estate Planning with a Chronic or Terminal Disease

    We mention often on our blog that each family will have unique circumstances and unique estate planning needs—this is especially true of families in which one member has a chronic or terminal disease such as cancer, diabetes, or, as mentioned in this article in Forbes, multiple sclerosis. For most…Read More

  6. Leaving an Inheritance to a Special Needs Child

    If you have a child with special needs, planning your estate takes on a whole new dimension; especially, as this article in Forbes points out, now that “state and local governments are tightening income restrictions for medical benefits and supportive services, which are typically paid for by Soci…Read More

  7. How a Special Needs Trust Can Help Your Child

    You know how important it is to protect your family with an estate plan, but if you have a child with special needs then taking steps to protect them if something should happen to you is essential. Unfortunately, for families which include special needs children, knowing exactly the best way to prot…Read More

  8. Planning for the Future is Essential for Special Needs Families

    If you have a special needs child, parent, or sibling then you know that planning for the future can be overwhelming under the best of circumstances; which is why so many parents and caretakers tend to live for today, while planning for tomorrow is always put off until... well, until tomorrow. But i…Read More