Blog

I wrote recently that I'm not a fan of New Year's resolutions, but this article found online on 2/1/24 at DeForest Times-Tribune by Sydney Shaffer raises some good points to be considered. Read on if your 2024 resolution is to get your affairs in order through estate...

Most people think of establishing a Power of Attorney in relationship to their estate plan, appointing someone to handle your assets and affairs. But this single legal document can do so much more. How might it benefit you in other ways?    First, a power of...

This short but to-the-point article (from JDSUPRA, 1/23/24 by Alder Pollock & Sheehan P.C.) demonstrates the need to work with an experienced estate planning attorney when creating your estate plan. Trusts offer many benefits to clients, but only if they are set...

A friend told me she saw an ad on Facebook for a "5 Minute Will" and wondered what I thought. Terms like "legitimate," "comprehensive," and "quality work" did NOT come to mind. I can only assume it is a ploy to attract individuals who have convinced themselves they...

Kudos! If you are reading this, it means you made it through what is statistically the most deadly month of the year - January. But be vigilant. According to Live Science, "The deadliest month in the U.S. is the one that heralds the New Year: January. An average of...

I found the following article illuminating. Written by Daniel de Visé, it appeared on 1/28/24 in the USA Today. It is well worth the read if you are “older” and contemplating divorce (or have recently divorced). A reminder: if you are getting divorced, ensure your...

Most of us can think of situations where generational wealth disappeared after one or two generations. If you are concerned about that happening in your family, read on for some good tips. This article appeared at Kiplinger online on 1/19/24 and was written by Anne...

Statistically, only about 50%, or fewer, of adult Americans have a will. There are many reasons the other 50% don't. Those reasons range from knowing they SHOULD have one but can't find the time to do it to those who think they don't need one. Today, I want to talk to...

I advise my clients to keep their estate planning documents in a secure location, such as their home safe or locked drawer that may contain all your important papers. And to let appropriate loved ones know. I have never advised them to tuck it between their couch...