Blogs

September 12, 2024

The Good and the Bad of Beneficiary Designations

When you first buy a life insurance policy or open a retirement account, you will be given the option to name designated beneficiaries—meaning the people that would receive the money after you pass away....read more

August 16, 2024

Steps to Take After a Person Passes Away

When a loved one passes, on top of processing the emotions that come with the loss, the people closest to the person have practical things that must get done. We have compiled a list to help those who have lost a loved one know what to do and when....read more

June 1, 2024

What is Undue Influence?

As estate planning attorneys, one of the many things we watch out for when preparing Wills and similar documents is undue influence on the client....read more

May 1, 2024

Please think twice before you add your child (or anyone) to your home’s title!

Over the years we have heard many people ask about or say that they plan to add their son or daughter (or granddaughter, etc) as a co-owner on their home....read more

April 1, 2024

Don’t Let Your Will Gather Dust

Regularly review and update your estate and disability planning documents to ensure they reflect changes in your life, beneficiaries' circumstances, designated roles, and asset holdings, as well as to accommodate evolving needs and goals....read more

March 1, 2024

Marital Status Matters: Special Considerations for Unmarried Couples

The simplest and surest way to ensure that your significant other receives something is to sign a Will that makes your wishes clear....read more

January 2, 2024

Should I Create an LLC for my Small Business?

If you own your business as an individual and have not formed an entity such as an LLC or corporation, you are what’s called a sole proprietorship. Sole proprietorships have a few perks, but they also come with risks....read more

October 2, 2023

Medicare v. Medicaid: What’s the Difference?

There is often a lot of confusion regarding the differences between Medicare and Medicaid....read more

September 1, 2023

Scams Affecting Seniors: What You Need to Know

Scammers today are using modern technology to come up with more and more sophisticated scams....read more

August 1, 2023

An Update on ABLE Accounts

Let's take a deeper dive into what ABLE accounts are, how they can benefit certain individuals, and some relatively new regulations in order to clarify some rules regarding ABLE accounts....read more

June 1, 2023

Why TOD Deeds Are Not As Great As You Think

Many clients and potential clients come to us to discuss signing a TOD (Transfer on Death) deed....read more

March 31, 2023

The Rewards of Planning Early

“Planning is bringing the future into the present so that you can do something about it now.”...read more

March 1, 2023

The Latest in Testing and Treatments for Alzheimer’s Disease

The medical community continues to search for ways to relieve symptoms, test for early signs, and find a cure for Alzheimer's disease....read more

February 2, 2023

Reach Your New Year’s Resolution of Being More Active

Many people set resolutions around their health. And one of the key tenants to good health is physical activity....read more

December 30, 2022

How Seniors Can Take Steps to Deter Depression

Here are some suggestions on how seniors can deter depression....read more

October 28, 2022

10 Questions to Ask Your Aging Parent

Once you being having these conversations, though, your parent is more likely to feel at ease knowing that their wishes are understood....read more

September 15, 2022

The Perks of Having a POA

Here is a discussion of some of the best perks of utilizing this tool as part of an estate and disability plan....read more

January 13, 2022

Food for Thought for New Businesses

Here is a list of some of the legal aspects of a new business that need to be addressed but may slip through the cracks....read more

December 1, 2021

Ten Questions to Ask Yourself Before Attempting a Do It Yourself Will

Once I have a Will, do I know how and when to update it?...read more

September 1, 2021

Trusts for Special Needs Family Member

Many people with special needs children create the supplemental needs trust as part of their own revocable living trust or will....read more

August 1, 2021

Premarital Agreements: Why Every Second Marriage Should Have One

In the case of a subsequent marriage, if there are children from a prior marriage they are absolutely vital....read more

July 1, 2021

A Hospital ‘Go Bag’ Checklist

Your list of medications should be updated any time a medication or dosage is changed....read more

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