February 1, 2018

As 2018 begins it pays to make a few resolutions that can support your wish to leave key assets to your heirs, minimize taxes and protect finances and health care.  Here are a few for you to consider in the new year:

Advance Health Care Directive and Power of Attorney

Th...

November 16, 2017

Adult children with aging parents are often the ones that need to make sure the finances and estate plan are up to date.  This can be a challenge, especially if Mom and Dad are not used to taking advice, but it can be helpful to be clear and persistent to ensure they h...

October 20, 2017

A conservatorship is a court process in which a court appoints someone to handle the financial and personal affairs of someone who cannot longer manage them for themselves.  If you are unable to make financial or health care decisions for yourself, a court may find it...

October 19, 2017

If you are thinking about an estate plan, an initial question may be whether you should use a will or a trust.  These are two different documents.  Because both documents explain how you want your assets distributed after you pass, there is confusion that they are near...