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Estate Distribution among the Kids – Who Gets What?

In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused…

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Estate Planning in a Virtual World

Roos said it’s important that people plan ahead and put “someone in charge of these digital assets and giving the…

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PBS Series “Downton Abbey” a Good Example of Estate Planning Lessons

Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…

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Planning for Minor Children

Although it is a difficult subject to face, you have options when it comes to protecting your estate and your…

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New to Estate Planning? Easy guidance for beginners!

Whether you want to provide for your family after your death or you just want to ensure that the process…

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Do I Really Need Estate Planning? YES! Stop Avoiding This Important Part of Life

Have you thought about dying lately? Most of us don’t. Make sure you do some estate planning today before things…

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“The Widow Lincoln” Sheds Light on Financial Lessons for Widows

As Mary Todd Lincoln’s character in “The Widow Lincoln” faces dozens of unpaid bills for home furnishings, clothes and jewelry,…

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Life Changes. Is is time for an Estate Plan check-up?

Once the basic documents are in place, they should be revisited periodically.  If there is a major change in your…

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Financial and Estate Planning for Mom and Dad – Start the Conversation

While not all encompassing, these guides serve as a starting point to help your parents. There are many family dynamics…

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