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Latest Blog Posts

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Posted on: March 17th, 2017
While most proactive individuals know the importance of having a well-rounded estate plan, it is typically considered as something that will take effect after they have passed away....

How to Build Freedom From Court Interference Into Your Estate Plan

Posted on: March 15th, 2017
It’s clear why you might want to avoid court involvement in your estate for financial reasons, knowing that probate can quickly get costly and time consuming for those involved. But there is an emotional component to it as well. Your assets are just that: yours....

5 Reasons to Embrace the Emotional Nature of Estate Planning

Posted on: March 8th, 2017
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone....

Got Stuff? George Carlin Says You Need An Estate Plan!

Posted on: March 6th, 2017
George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We all have stuff, and we're pretty particular about our stuff. We move it around with us, it's hard for some of us to get rid of it, and some of us don't like our stuff mixed up with other people's stuff....

A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation

Posted on: March 3rd, 2017
Every one of us receives and passes on an inheritance. The inheritance may not be an accumulation of earthly possessions or acquired riches, but whether we realize it or not, our choices, words, actions, and values will impact someone and form the heritage we hand down....

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Posted on: March 1st, 2017
Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change at some point in the distant future is an unpleasant one, and they would rather go about their estate planning as if they’ll be as sharp as a tack late into their golden years. Unfortunately, this common approach of ignoring a potential problem and hoping it simply won’t happen can leave a giant hole in your estate plan. Read on to find out that this common hole can be more easily filled than you might think. ...
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