Avoid Unintended Consequences with your Planning

Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.

May 11, 2023

Protecting Inheritances in a Blended Family

As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.

April 10, 2023

Steps Seniors should take before Remarrying

As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.

March 6, 2023

Estate Planning is a Personal Process

You and your spouse may visit the same primary doctor, financial advisor and tax preparer. However, what about preparing your wills?

December 27, 2022

Prenup is a Useful Tool in Estate Planning

A prenuptial agreement can save you a lot of money and time should your marriage end. Often called a prenup, this document lays out how your assets and debts will be distributed should your marriage end.

November 30, 2022

Estate Planning is critical for Blended Families

Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.

September 13, 2022

Managing Finances in a Blended Family

When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.

July 21, 2022

Consider a Prenup in your Estate Planning

Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.

June 23, 2022