Women today have many unique situations that require special treatment when it comes to estate planning. Well, maybe not special treatment, but women need to take extra care that they are protected through good planning. Here are some examples: Young mom stays home...
We are still open and serving those who need our help! Under the governor’s orders, legal services are considered essential business. So, we remain open to assist families with estate planning and elder care needs, but we are taking extra steps to protect our...
Joint ownership with a right of survivorship, or joint tenancy, is a common method of owning assets. Particularly with husbands and wives, it is a very common ownership method. Many people hear about joint tenancy as being a good estate planning tool – a way to...
Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax...
I remember a phone call I had with a company who sells software to law firms. Their product seemed like something that might be helpful, and I was interested to learn more. I spent an hour on the phone with this guy and things looked good — until the salesman...
We often use life insurance as a tool in helping clients. Life insurance is important in many estate-planning situations, such as the following: Young families. Life insurance can help raise the kids and get them through college if a young parent dies unexpectedly....
