When Should Special Needs Planning Start?
July 7, 2025
Special needs planning should begin as early as possible—long before a child reaches adulthood—to ensure lifelong care, financial security and legal protection.
Essential Legal Documents for Graduating Seniors
June 17, 2024
Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.
How Should a Single Person Create an Estate Plan?
March 22, 2024
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
What are the Important Steps in the Estate Planning Process?
February 28, 2024
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder most people procrastinate creating one.
What Is the Biggest Mistake People Make on Their Wills?
February 2, 2024
Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.
Make Power of Attorney Part of Your Estate Plan
August 21, 2023
Many people will suffer cognitive decline as they age, and that can seriously impact their ability to manage their assets.
Can a Dementia Patient Sign Legal Documents?
February 21, 2023
Families and their loved ones with dementia need to start advance care planning after receiving a diagnosis of dementia. Medical experts and attorneys can help your loved one to be involved in their care planning.
Estate Plans Can Protect against Exploitation
October 18, 2022
According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
Is Your Incapacity Plan in Place?
May 5, 2022
You may lose the ability to manage your own affairs as you grow older. Therefore, it’s necessary to have an incapacity plan in place.
Tackling Estate Plan Quarter by Quarter
June 4, 2021
Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.