October 14, 2020 In Our Blog, Uncategorized

Understanding the Role of a “Fiduciary”

You may be asked to be the power of attorney for a family member or friend. Your person may be planning for when they might become unable to take care of their affairs. For example,…

September 30, 2020 In Our Blog, Uncategorized

Understanding the Importance of a Living Will

If you are in a life-sustaining medical treatment your living will establish your medical preferences. It is often accompanied by a health-care proxy or power of attorney, which allows someone to make treatment decisions for…

September 23, 2020 In Our Blog, Uncategorized

2020 Planning Trends for Baby Boomers

Americans born 1946-1964 are considered as the baby boom generation, and according to the US Census Bureau (Bureau of Census), their numbers are estimated to be 73 million strong. This number represents nearly 20 percent…

August 26, 2020 In Our Blog, Uncategorized

How to Address Alzheimer’s Disease in Your Legal Planning

Alzheimer’s disease is increasing as we age with no cure for the more than 5 million Americans living with the disease. Projections by the Alzheimer’s Association (alz.org) are that by 2050 more than 14 million…

August 5, 2020 In Our Blog, Uncategorized

How to Plan for a Blended Family

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate…

July 15, 2020 In Our Blog, Uncategorized

Why Your Will is Essential

This type of documents can be essential for your estate plan. Your last will and testament is a set of legal instructions that communicates your wishes regarding your dependents and how to dispose of your…

July 14, 2020 In Our Blog, Uncategorized

Why Are Americans in Their 60s and 70s in Debt

Between 2007 and 2010 America experienced its worst financial crisis since the great depression. Known as the subprime mortgage crisis, it happened because home prices fell in 2006, triggering loan defaults. Then the risk spread…