Category Archives: Uncategorized

Estate Planning For Singles

If you are single and not financially responsible for anyone else, having an estate plan might not seem critical. Nonetheless, estate planning can ensure that your wishes are followed both before and after you pass. One element of an estate … Continue reading

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National Estate Planning Awareness Week: October 17–23

The National Association of Estate Planners & Council is the association of choice for estate planning professionals with nearly 260 affiliated local estate planning councils, and their estimated 29,000 members with ongoing education and a forum for networking within the … Continue reading

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Avoiding A Contest

Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone.  So here are a few things to keep … Continue reading

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Preparing for College in the Fall

With a new school year about to start, I am reprinting an article I posted several years ago for parents with children going off to college or just moving out of the house.  If you decide you might need to … Continue reading

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Involving Your Entire Family in Planning

As our families grow, the change can be exciting but it should also be a reminder to keep plans updated. As we age, whether we are grandparents, parents, aunts, uncles or parents with small children, we should create or update … Continue reading

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