Blog
Getting Certain Things To Certain People When You Die
Getting Certain Things To Certain People - Why Does It Matter? Think for a moment about the most valuable things you own. If your house was on fire, what would you grab on your way out? For most of us, our most treasured possessions are pictures of our kids, gifts...
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Basic Dos and Don’ts For Agents And Executors
As someone's agent or Executor, you have a challenging but extremely important job ahead of you. If someone trusts you enough to put their end-of-life care or the carrying out of their post-death wishes in your hands, there can be a lot to live up to. My hope is to...
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A Legal Perspective On Life After Quarantine
We are all wondering what life is going to look like over the next few weeks and months as the country re-opens and we begin to get our feet under us again. No one can predict every challenge we will face, but here is some information to help you navigate from a...
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5 Lessons To Carry With Us From COVID-19
How do we move forward from COVID-19? Though the pandemic isn’t over yet, we’re past the initial weeks of the crisis, and as restrictions begin to ease throughout the country, we’re left asking, what now? Together, we will slowly figure out what life looks like after...
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Things To Think About With A Trust
Trusts can benefit you in your relational estate planning goals because they allow you to place restrictions on how your loved ones can use the assets that you leave them. There are many reasons why you might want to restrict how someone can use funds. They could be...
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Leave Your Legacy Through Planned Giving
As an estate planning and probate attorney, I see death, and the heartache that accompanies it, every day. I watch the dying and their loved ones struggle with fear, physical and emotional pain, grief, depression, and more. But in the midst of this darkness, I also...
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The 3 Tools Essential to Every Relational Estate Plan
In our recently published book, Fearless: Facing the Future Confidently with Relational Estate Planning, (soon to be available on Amazon!) we explain what it means to have an estate planning philosophy that focuses on your loved ones’ well-being, rather than focusing...
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The Payroll Protection Program: Explained For Small Business Owners
The Payroll Protection Program ("PPP") is part of the two trillion dollar stimulus package recently passed by Congress and signed into law by President Trump. It is designed to help small businesses (businesses with less than 500 employees) make it through the...
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6 Ways You Can Care For Others While Sheltering In Place
We’ve been pondering how to make the best use of the time while we're social distancing and sheltering in place. We believe that one way to do so is to care for others, but how can we do that right now? Here are a few ideas to consider: Take Care of Yourself (So...
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