Blog

Sept. 13, 2022

When we hear the word legacy, many of us think of money left to people and institutions that have come to mean the most to us over the course of our lives.

Sept. 12, 2022

The statistics are rather alarming. In 2005, 50 percent of Americans had a will; today, only 32 percent of us have one. Meanwhile, only one in three Americans over the age of 55 has a durable power of attorney, and a mere 41 percent of this same demographic has advance health care directives.

Sept. 1, 2022

For generations, the children in your family have learned to swim by jumping off the dock of your family’s vacation home. It’s a rite of passage for each grandchild to learn how to bait a hook from grandpa while fireflies flicker in the summer heat. The legacy of a vacation home is the pinnacle of the American Dream.

Aug. 26, 2022

There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your nest egg grow thanks to a robust stock market, and you have more in savings than you thought you would at this stage of your life.

Aug. 17, 2022

Losing control over how your assets are distributed after death isn’t the only negative consequence of failing to plan. You and your family may suffer physically, financially and emotionally while you are still alive. For example, a properly designed and implemented plan allows you to name people you trust to make medical and/or financial decisions on your behalf if you become incapacitated.

Aug. 5, 2022

One of the first questions many clients ask is whether they need a trust. It's a great question, but it leads to another: What do you want your plan to accomplish?

July 26, 2022

Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most used tools and brief descriptions of their purpose.

July 12, 2022

Many people believe that estate planning is only for elders. The truth is that the younger generation, including millennials, can benefit from having an estate plan of their own.

May 31, 2022

If you have more than one child, you’ve probably wondered if you should leave each of your children the same amount in your will or trust. While this seems like the best approach in most situations, there are some instances where it might not be the wisest strategy, or even the fairest.

May 23, 2022

Charitable giving allows you to assist the people and organizations that have come to mean the most to you over the course of your life. It represents a thoughtful expression of your values and can ensure your legacy for generations to come.