This is one of my very favorite pictures of my youngest son. We are camping on a gorgeous small lake in the mountains, he is wearing overalls gifted to us by my grandparents identical to the ones always worn by…
One of the most difficult decisions when preparing an estate plan is choosing who should be your financial helpers. By financial helpers, I mean those people or entities who will take care of your money, investments, home, finances and other…
Summer vacation is over, the kids are back in school, the holidays are not quite here - this is a great time to review or move forward with your estate planning. Reviewing all aspects of your estate plan regularly, including…
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…