Trusts 101: The Important Whats, Hows, and Whos
A trust is an arrangement wherein an entity (called the trustee) holds the properties of a person (the trustor).
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- Jan 24
- 4 min
What is a Healthcare Power of Attorney?
You've heard of powers of attorney - but what about a Healthcare Power of Attorney? Read on for a quick rundown of this important document!
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- Jul 25, 2022
- 4 min
Just for Fun: Swedish Death Cleaning
Swedish Death Cleaning is a decluttering and organizing method carried out in order to reduce the burden of loved ones left after death.
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- Jul 20, 2022
- 3 min
Charitable Giving in Your Plan (No, not only for the rich!)
What do YOU actually get in return if you do decide to leave something for your chosen charity (or charities)?
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- Jun 15, 2022
- 3 min
Financial DPOA: What it is and how it works
Financial DPOA allows you to keep control of your finances, in the event that you are no longer capacitated to do things on your own.
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- Jun 8, 2022
- 2 min
Flat Fee Estate Planning Services
I follow a flat fee model when clients engage me for my estate planning services. That means you know UP FRONT what you'll be investing.
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- Apr 22, 2022
- 2 min
Using Your Estate Plan to Organize Your Online Accounts
The more new tools I use, the more online accounts I have to create.
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- Jan 6, 2022
- 3 min
Virtual Estate Planning Services
Virtual estate planning is truly a convenient way (if not the most convenient!) of getting an estate plan and securing your future!
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- Nov 28, 2021
- 3 min
Importance of Estate Planning for Blended Families
I am here to talk about the importance of an estate plan for blended families, which helps prevent possible disputes related to your estate.
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- May 12, 2021
- 4 min
Power of Attorney: What You Need to Know
This post discusses what power of attorney is and why it's so important in the process of estate planning.
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- May 10, 2021
- 4 min
Tips for Choosing Your Executor
We are going to zero in on just one key player for today: the executor, or particularly, the IDEAL executor.
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- Mar 10, 2021
- 3 min
Is Probate for Me?
Learn more about what property goes through probate and how you can decide if it’s a good fit for you and your family.
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- Feb 24, 2021
- 3 min
Probate Basics: A Quick Q&A
Learn more about what probate is, how long it takes, and how much it could cost.
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- Jan 25, 2021
- 3 min
Learn to Speak Estate Planning: 9 Key Players You Need to Know
The language of estate planning may seem intimidating, but start with this "who's who" of estate planning to instantly feel more confident.
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- Jan 5, 2021
- 5 min
Pandemic Planning- Part 3: Guardianship Planning
We. Made. It. To. 2021. But with life unscripted (oh, and the continuing pandemic!), your guardianship plans are a HUGE priority this year.
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- Nov 16, 2020
- 2 min
No estate? You still need estate planning.
Spoiler: You DO have an estate. In fact, everyone has an estate! Learn about why an estate plan is something everyone should have in place.
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