Blog

If you are celebrating your teen's high school graduation and they are preparing to head off to college in the fall, please, please read this. And take action before they go!   Once your teen turns 18, you no longer automatically have legal authority to access...

I found the following article interesting to say the least. As AI becomes more prevalent and more of us rely on digital assets, we need to understand how all that impacts our estate plans. Read on for some good information.   Takeaways Current laws don't fully...

As an estate planning attorney with many years of experience, I recognize four distinct approaches clients take to estate planning. Which approach are you taking right now? And once you decide which one is most like you, make sure to read what your approach may mean...

Summer is right around the corner, so I thought this article from Kiplinger, dated 6/22/25 and written by Eric W. Bond, was timely. I hope you find it interesting. “Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is...

I first published a version of the following post back in late 2023. I’d like to report that there has been a huge turnaround and that the majority of adults in the U.S. now have a will. Sadly, of course, that’s not true. The percentage remains steady: fewer than 50%...

I have written about this before, the differences between estate plans and wills for single individuals and those who are married. If you are single and don’t have a will, or it needs to be updated, take a minute and read the following, please. It was originally...

First, if you are in this situation, please accept my condolences. It is one of the most difficult events in life that any of us has to deal with. Yet it is almost inevitable that we have to deal with the death of a loved one during our lifetimes. At a time when you...

I often post about the importance of having a legal guardian appointed for your minor children. This article from AARP, written by Patricia Amend and Andy Markowitz and published on 10/29/24, is also directed to parents of young children. Please read for information...

Sometimes relationships with loved ones dissolve and sadly transition to animosity or worse. It happens. This isn't about how to fix that, but some thoughts on your will (you do have one, right?) if you are in this situation. Be it a spouse, a sibling, adult child, or...