Estate Planning

Estate planning isn't difficult but it is time consuming if you want to do it right. According to a new study by Caring.com, only 40% of Americans currently have an estate plan of any sort at all. What that means is that nearly 60% of adults in the US have [...]

Talking about money with family members is not easy. In this short post, I will try and lay out a few pointers that make a difficult situation a little easier and at least get the conversation started. It is best to start at a high level and developing a layered [...]

This blog is the last and perhaps the most important installment in my four-part blog post series on estate planning. Don’t forget, estate planning isn’t about you, it’s about those you care about. Your ability to control the disposition of your assets from the grave is a powerful tool but [...]

The trust and the living (pour-over) will make up the foundation of an estate plan. No estate plan would be complete without the two separate durable power of attorney, one for financial purposes and one for health care directives. The four listed four documents in the figure below make up [...]