FAQ: What Happens if I Die without a Will?
You’ve heard the statistic: 55% of Americans don’t have a will and there are lots of reasons why If you’re one of those no-will Americans,
You’ve heard the statistic: 55% of Americans don’t have a will and there are lots of reasons why If you’re one of those no-will Americans,
If you’re like me, there are little lies you tell yourself to make life “easier.” These paths of resistance are the things that stand in
Every client is unique. You have different goals, different care needs, different family. You shouldn’t have the same long-term care plan as the next guy,
QUOTE Effective long-term care planning can require gifting assets to a spouse or child. In Medicaid cases, assets must be transferred to the community spouse

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Across the board, legal documents can be confusing. Just think about the paperwork needed to take out a mortgage – the legalese is overwhelming. And
So often, we meet with clients who want to “get a will” or “talk about trusts.” And we’re more than happy to talk about those
If you choose not to decide, you still have made a choice (“Freewill” by Rush). Estate planning is based on a single choice: will you
Here’s a shocking statistic: according to Scranton University, only 8% of people keep their New Year’s resolutions. Some years I’ve been successful with my resolutions, other years are utter failures. In my experience, the times I’ve been able to keep my resolutions have had a few things in common. Here are three ways to stick with your resolution.
You can’t have your cake and eat it, too.
The beneficiary is what it sounds like: the person who receives the benefit from a trust. [Read More]