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Last Will and Testament

Why Do I Need An Estate Plan?

One of the most popular questions I get is: “Why do I need an estate plan?”  My general answer is, “if you love and want to prevent your family from having any complications after you pass away; then you’ll create one.” Unfortunately, there are many examples of this as Dr. Martin Luther King, Prince and former […]

Plan ahead

Another Reason to Plan Ahead

Why you should plan ahead. Sometimes, the first time I meet a client is in a nursing home or hospital following a crisis. The person’s spouse or child or friend has called me to meet with their loved one and draw up the necessary legal documents. A health care proxy, power of attorney, will or […]

retirement goals

Setting Goals, Not Resolutions

People like to set resolutions for the New Year – lose weight, spend more time with family, get their estate plan in order, put finances in order.  But resolutions always seem to fade by February. Maybe it’s because they are too vague, too big, too unwieldy. Why not set goals instead, with mini-goals along the […]