Blog

It's that time of year....Christmas wishes and New Year resolutions. Well, this has been one heck of a year with so many challenges, changes and curve balls and more changes....blah, blah, blah. I was part of a Zoom family meeting recently and...

Good morning everyone! I sincerely hope you woke up this morning feeling well and safe. Please stop a moment and think; Am I prepared for the future? We are all trying to live in these uncertain times. I am thankful for being able to work from home....

Had a very satisfied client in the office recently who exulted over the fact that we had been able to draft a will, power of attorney and other documents in a simple, non-legalese way that he could understand; not be mystified by legal jargon, and...

Providing for your pets doesn't have to be complicated. It may be as simple as talking it over with your children or other relatives and ensuring that they would welcome your pets into their homes. But if you don't know for sure where your...

Here are seven critical documents necessary to cover the aspects of a well-devised estate plan. 1. Last Will & Testament The fundamental purpose of a will is to outline who will receive your assets upon your death. Another important purpose of a...

You’ve probably heard of a living will and durable power of attorney for health care. These are two of the most common types of advanced directives. However, there are many formats of advanced directives. Before you have an advance directive...

What is a HEALTHCARE PROXY? When mental incapacity arises, attention is often directed to the asset management problems, but equal and sometimes greater problems related to health care decisions are also presented. Perhaps too much attention had been...

Consider a Qualified Personal Residence Trust for Your Vacation Property Do you own a beach house, ski chalet, resort condo or other vacation getaway? Perhaps it's the place where cherished family...