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Guest Post: Financial Mistakes to Help Seniors Avoid After the Death of their Spouse

Seniors who have lost their spouses are going through the process of grieving, but life around them continues to move forward. As nice as it would be for them to focus on adjusting to life without their spouse by their side, there are various financial matters they must face. During such an emotionally charged time,

Don’t Leave Your Health & Welfare Decisions in “Jeopardy”

When Alex Trebek announced his cancer diagnosis, my first thought was that I hoped he had taken care of his legacy planning so he could concentrate on beating his disease and spending quality time with his family.

6 Estate Planning Myths Debunked

US News and World Reports wrote an excellent blog post detailing the six most common estate planning myths people face when dealing with estate planning. I thought I would share the list with you because it is a great reference: A will can oversee the distribution of all my assets. FALSE A will is perfect for making

Estate Plan: Party of One

Estate Plan: Party of One We often hear how hard it is for clients to choose from various family members to execute an estate plan, but what if you are single and without children (at least nearby)? “About 35.4 million Americans lived alone in 2016, comprising 28.1 percent of all U.S. households, according to the

Happy Mother’s Day: Celebrate, then Plan

You’ve made brunch reservations and bought flowers. The kids have made a special card and you bought her favorite perfume or other special gift. Mother’s Day is special because Moms are special. What would we do without them? What would we do without them? Whether they have been Moms for 1 year or 41 years, their

4 Reasons: Estate Planning is a Final Act of Love

Very recently, a close friend’s wife lost her Father. Though his health was not the best, his decline was rapid and unexpected. The family, particularly her Mother, struggled to make choices that honored him, their culture and other family members’ suggestions. To put it plainly, it was chaotic, stressful and unsettling. With Valentine’s Day approaching

DIY Estate Planning: Have You Really Taken Care of Everything?

Just this week I visited a man (let’s call him “Rick”) in the ICU. What started out as a nice spring motorcycle ride with his buddies, turned into a life-threatening accident when Rick suddenly lost control of his bike. He was rushed to the nearest trauma hospital and after a few surgeries, he woke up

Why Your 18 Year Old Needs a Will

You may have noticed we are pretty passionate about making sure our clients are properly prepared. We like them to get rid of the worry so they can go out and live life to the fullest without concern for “what if?” Some money advisors, including the Wall Street Journal and the New York Planning News,

Probate Series (Part 1): What is Probate

Probate is a court supervised process that takes place after someone dies. The word “Probate” derives directly from the Latin verb probare, which means to try, test, prove, or examine. It is the first step in the legal process of administering the estate of a deceased person, resolving all claims and distributing the deceased person’s property