Young, but not Invincible

Young, but not Invincible

by | Jan 4, 2019 | Estates

It’s not uncommon for young people to think that they don’t need an estate plan because they don’t have that much to divide up. Regardless, it’s still a good thing to make sure your will is in order. One common thing I hear is Why bother? All of my assets will go to...

Forensic Bookkeeping in Divorce

by | Oct 4, 2018 | Estates, Organization

Last week I talked about a special project we’ve been working on to help settle an estate. This week I have another special project to talk about, centered around divorce. I recently received a referral from a financial advisor colleague. It involved a very...

Today (and Everyday) Is a Great Day to Update Your Will

by | May 2, 2017 | Estates

People talk about how time goes by so quickly—and seems to accelerate as we age—yet a startling number of people still do not have wills, or if they do have one, it’s not updated. People have a habit of tucking them away and forgetting about them…and the next...

Your Family Needs the Will to Survive

by | Apr 1, 2016 | Estates

People don’t like to think about making a will, and I get it. Nobody wants to think about death. But consider for a moment some of the intangible aspects of life, like bonds between brothers, sisters, cousins, aunts and uncles. By not having a will in place, these...