Estate Planning

Sending Your Child to College? Do These Five Things First.

Jun 20, 2018

If your child has just graduated high school, you are probably savoring this last summer together be...

Don’t Procrastinate on Your Estate Plan!

Jun 08, 2018

There are things in life we need to do, but we often struggle to do them. It's not that we question ...

Do You Need a Pet Trust?

Apr 25, 2018

Do you need a pet trust for your dog, cat, or other pet? At first blush, the idea of creating a trus...

Three Advantages of Health Savings Accounts You Might Not Know About

Apr 16, 2018

If you have a Health Savings Account, or HSA, you probably use it as most people do: to pay your out...

Are You Hitting Your Age-Related Retirement Milestones?

Mar 12, 2018

When our children are small, we read books about child development and take delight when our little ...

How to Keep Your Estate Plan Private

Feb 27, 2018

A colleague recently had an elderly maiden aunt pass away. Though the aunt had many nieces and nephe...

Does Your Debt Pass Away When You Do?

Feb 20, 2018

What will you leave behind you when you die? When you hear that question, your first thoughts may be...

Why You Shouldn’t Keep Your Estate Planning (Too) Simple

Feb 13, 2018

In many aspects of life, the simplest option is desirable: simple, unprocessed foods, minimalist art...

Can a Trustee or Attorney-In-Fact Be Compensated?

Jan 25, 2018

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act ...

How a Spendthrift Trust Can Work for Your Family

Jan 11, 2018

In recent years, trusts have become increasingly popular as estate planning tools. Many people get t...