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Latest Blog Posts

Treating Children Fairly Does Not Necessarily Mean Equally

Posted on: September 3rd, 2012
Most parents want to treat their children fairly in their estate planning, and many assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider....

Four More Common Estate Planning Mistakes

Posted on: August 15th, 2012
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a plan in place....

The Many Needs for Life Insurance in Our Lives

Posted on: August 1st, 2012
The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play an important role in business, estate planning and charitable giving....

Paying for College . . . and accomplishing estate planning too

Posted on: July 2nd, 2012
With higher education costs outpacing inflation by 5-6% per year, and the average cost of a four-year public school at nearly $20,000 per year (double that for private schools) it's no surprise that many parents and grandparents are deeply concerned about how they will pay for higher education. Many of these clients are similarly concerned about estate planning....

Estate Planning Today Must Include Digital Assets and Social Media

Posted on: June 15th, 2012
It wasn't very long ago that we had only paper for financial and tax records. We could simply point to a file cabinet or drawer and tell someone, 'Everything is in there when the time comes.' But now we have computers and the internet, and so much of our lives is online. Unless we include our digital assets and social media in our estate planning, our family or administrator may not be able to find critical documents....
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