I love October because I love fall! All the things – colorful leaves, pumpkin farms, cooler weather, Halloween, pumpkin spice lattes, fires in the fireplace – and my favorite, Estate Planning Awareness Week! As an estate planning attorney, this week…
Ethical Wills Share Your Values – Who You Are and What You Stand For – With Your Loved Ones What is an Ethical Will? Put simply, it’s a letter, or story, or series of letters written to or for your…
In honor of national butterfly and hummingbird day, I am taking this opportunity to tell the story of our logo. The Hummingbird The hummingbird in our logo is a tribute to my beloved grandmother (pictured here with me), who was…
After lots of thinking, attempts to repair a broken relationship and weighing of other options, you’ve decided you need to disinherit or cut a family member out of your estate plan. If you’re still wondering about whether to disinherit someone,…
When helping people create an estate plan, one of the many difficult conversations we have centers around disinheriting a loved one – whether a child, other family member or even a spouse. We know this is a tough conversation. We…
adulting [ad-ult-ing] noun. The practice of behaving in a way characteristic of a responsible adult, especially the accomplishment of mundane but necessary tasks. I borrowed this idea, including the title and definition, from my friend Cathy Perry, who is a…
Anyone who has met with me will recognize this analogy. In many ways I view an estate plan as a treasure chest. Importantly, it’s only useful if your treasure is in it. In estate planning lingo, we refer to this…
I took my middle son to college last week. My oldest is now a college senior and my youngest is a high school junior. Dropping my middle child off at college was just as emotional as dropping off my first. …
Who will make health and financial decisions for you if you can’t? A crucial part of any estate plan are the documents appointing people to make decisions when you can’t. What happens if you’re in a car wreck, unconscious and…
What will happen to your beloved pet if you are hospitalized and after you die? Without a plan in place for their care, pets risk ending up in a shelter, and especially for older pets, possibly being euthanized. Here are…