COVID-19 Estate Planning: A Journey, Not a Destination

Estate Planning is a Journey, Not a Destination, Especially During COVID-19 A lot of people are contacting me because they are scared of COVID-19 and want to be prepared just in case. They come because they know they should act responsibly, but the problem that has kept them from making an appointment before continues to

National Estate Planning Awareness Week 2020

You may have heard me say more than once that an estimated 56 percent of Americans do not have an estate plan in place, making estate planning “a critically overlooked component of financial wellness.” In hopes of raising awareness, Estate Planning Awareness Week was created to educate the public about the importance of estate planning

Do an Estate Plan Your Way, Like John McCain

We lost two great Americans very recently: John McCain and Aretha Franklin. On the surface, they had great taste in music in common, but choose very different paths in their legacy planning. If you have been watching John McCain’s Funeral proceedings over the last few days, you may have heard that much of what was occurring