Estate Planning for Nonparents

"Nonparents".  Love this term!  Many of us are very fortunate to have people who are near and dear to our hearts that nurtured or influenced us. For those who are nonparents, estate planning can be … [Read More...]

Estate Planning: A Gift of Peace and Power for Every Mother

Here’s a Mother's Day gift that keeps on giving: the peace of mind and power that comes with thoughtful estate planning. Estate planning helps you protect yourself, your children and your financial … [Read More...]

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Cryptocurrency: A Guide for Parents and Teens In an era where digital innovation shapes every aspect of our lives, it's no surprise that our teenagers are drawn to the allure of cryptocurrency. … [Read More...]

I Don’t Think My Mom Had a Will. Now What?

First, do a diligent search for a will.  Look through Mom’s records and see if Mom had an accountant, financial advisor, or an attorney she worked with in the past and reach out to them and ask if … [Read More...]

Everyone has a Will!

The Cookie Cutter Estate Plan:  Do Nothing Everyone has an Estate Plan even if they haven’t done a Last Will & Testament.  It’s the most basic plan out there and it is called “the laws of … [Read More...]