The Real Life Perils of Online and Do-It-Yourself (DIY) Estate Planning

With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be wondering if you could do your estate planning with the help of these forms. The advertising is seductive. Ads say, “attorneys use similar forms,” “the cost is significantly less than hiring an attorney,” and “many of […]

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The Value of Having a “Life Plan” in Estate Planning

All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living trust, and powers of attorney – then be off. But the best planning happens when an estate planning attorney can get to know the client on a deeper level, to uncover hopes, dreams, […]

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Why Does a Living Trust Cost More than a Will?

Yes, you will likely invest more in trust-based planning than will-based planning because you get a whole lot more value. Comparing these estate planning investments is like comparing apples and oranges – and the overall investment may not be what you think. A living trust document has more provisions than a will because it protects […]

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How to Align Insurance with Your Estate Plan

If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your assets from losses caused by property damage, businesses, property, accidents, disability, retirement, and death. However, instead of considering these insurances as separate items, we suggest you make them part of an integrated, overall […]

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How to Avoid High Octane Stress and Organize Information for Your Family

Think, for just a few moments, about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets, password, usernames, and insurance documents? Would they be able to access (or even know about) online accounts or files on […]

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Texting Codes for Seniors!

Young people have their texting codes. Now Seniors can have their own texting codes!   ATD: At the Doctor                                             GHA: Got Heartburn Again   HGBM: Had Good Bowel Movement               […]

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Wills vs. Trusts: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact an experienced professional like me, it’s also important to understand the basics. Here’s a quick and simple reference guide:   What Revocable Living Trusts Can Do – That Wills Can’t   Avoid a conservatorship and guardianship. […]

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