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How to Choose an Excellent Estate Planning Attorney
A recent survey on estate planning showed that 53% of respondents said it's difficult to find an advisor they trust. We understand how hard it is to choose an estate planning attorney. After years of working with many, many clients, we feel pretty good about knowing...
3 Estate Planning Questions to Start the New Year off Right
Fresh starts can be really nice sometimes. "Out with the old, in with the new" can be energizing. Let's start the new year by asking a few estate planning questions. Many people procrastinate when it comes to their estate plan, thinking, "Oh, I'll never really need...
10 Ingredients for Successful Family Holidays
Where did 2021 go? This year has flown by, and I sense we are in a rebuilding process from the heartache of 2020. I say that because life still doesn't feel normal to me. If your family dynamic is anything like mine, I know we still have some work to do. And...
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Think You’re Not Eligible for VA Benefits? Think Again…
Many people are surprised that they qualify for aging Veterans services without having to have a service-related disability. The Veteran's Pension and Survivor's Pension Programs offer benefits that can be used by a Veteran or their surviving spouse to help with costs...
What kind of attorney are you?
"There are 2 other attorneys here at the career fair. Do you know what the difference is between me and them? They're wearing suits!" A few months ago I went to Grant Middle School's Career Fair. I talked to 5 different groups of students about how I am the "other"...
Have You Ever Paid Off a Child’s Credit Card?
If you've ever had to bail your child out financially, then keep reading. I have a list that I call the "Dirty Dozen Mistakes of Estate Planning" and #7 on the list is: Thinking your child will start being good with money later if he or she is terrible with money...
Can your estate plan pass the Down Low test?
What a Child's Game Can Teach us About Planning... In our house, the "Down Low, Too Slow" game is very popular. It goes like this: Give me five (hand slap) Way up high (another hand slap) Down low (pull hand away before it can get slapped) Too slow!! It always gets a...
Career Day and Types of Attorneys
"There are two other attorneys here at the career fair. Do you know what the difference is between me and them? They have to wear suits!" A few months ago I went to my nephew's middle school for the career fair. I talked to 5 different groups of students about how I...
Tennessee Vacation 2013
We recently went to Tennessee with my parents and my brother's family. Here are few of the fun pictures we took (click on the picture if you'd like to see a larger version):
VA Benefits
Wartime veterans or their widows may qualify for benefits from the VA to help pay for care as they age. This benefit may be available to pay for in home care, assisted living, or nursing home. In order to qualify for the maximum benefit, legal planning is...
Estate Planning Quiz: 8 Questions to Help You Know Where You Stand
Answer these 8 questions to find out where you stand with your estate planning.
Vacation Pics 2013
We had a great time in Florida with Michelle's parents. Here are some of the highlights in pictures:
What Estate Planning Attorneys Do
Sometimes there's confusion about what we really do around here. We ARE NOT financial advisors who sell financial products or invest money. Some of the things we do are: Use legal tools like wills, trusts, deeds and LLC's to accomplish your goals and carry out your...