WHAT IS ESTATE PLANNING ANYWAY?

Believe it or not, you have an estate. In fact, nearly every adult does. Your estate is made up of all that you own— your home, checking and savings accounts, retirement accounts, life insurance, furniture, personal possessions, etc. No matter how big or small – we all have an estate. Estate planning is really just the process of […]
THE PERFECT SOLUTION FOR CHOOSING YOUR CHILD’S GUARDIAN

If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important task while waiting for the perfect solution to present itself. Or perhaps you and your spouse/partner cannot agree on who would be the ideal guardian for your kids. Here is your […]
WHY ESTATE PLANNING IS FOR LIFE, NOT DEATH

We know that no one likes to think about death. Which is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done the right way, creating an estate plan makes your life better. It’s all about intentional living. I have found that talking with clients about estate […]
5 VALUABLE TRAITS CHILDREN LEARN FROM WORKING PARENTS

Those of us who work sometimes feel that we are doing our children a disservice. Sure, we bring home a paycheck that benefits our children, but we may miss their activities and other aspects of their daily lives. This can be especially true in two-earner families. But in addition to greater financial security, our jobs […]
HOW TO TALK TO A LOVED ONE ABOUT ESTATE PLANNING

Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death. The distance is safe, so the conversation can take place. But what if you need to discuss estate planning with a loved one – […]