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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10 Types of Trusts: A Quick Look

Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  However, that’s what we, as estate planning attorneys, do every day. We know the laws and will design a plan which addresses your specific situation.   Here’s a look at the basics of ten common trusts to provide a general […]

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