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…