Estate Plan Is More Than Just A Will

Estate Plan Is More Than Just A Will

August is National Wills Month according to the American Cancer Society.  As estate planners we are always grateful when attention is brought to this crucial document, but an estate plan is more than just a Will. An “ESTATE PLAN”….sounds complicated and a bit...
Leave Love Behind, Not Logistics

Leave Love Behind, Not Logistics

This quote is from Amy Packard, creator of “Good to Go.”  As estate planning attorneys, we ask our clients to “name a Personal Representative (f/k/a Executor)”.  Once that person or people are named, how do we equip them for success, so they don’t get angry with us...
“I Did My Estate Plan, It’s Done.”

“I Did My Estate Plan, It’s Done.”

Or is it?  When did you first do it, why did you first do it?    Have your circumstances changed – were you initially single and are now married?  Were you married and are now divorced?  Were you single but now have a committed...
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