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One would think that celebrities, surrounded by a team of financial and legal professionals, wouldn't make terrible mistakes when it comes to estate planning. One feels they have "no excuses," but the stories continue. While sensational, they often provide an...

Keeping your will and trust up-to-date is as important as having one to begin with. An out-of-date will could do more harm to your loved ones than no will at all. Estate planning is NOT a "one and done," but once done, it doesn't have to be time-consuming or...

This article from Kiplingers, published on 9/27/23 and written by Kristen Sieffert, provides an interesting perspective for those planning to leave their homes to their children. Perhaps it is already in your will? Let's face it: there has been so much in the news...

Now that you've said, "I do," it's time for a few more "I do's" and some "I don'ts" as well. Many, if not most, newlyweds rarely think about estate planning. Of course, if they are getting married for the second time and have children, that can be a huge mistake. But...

Whatever circumstances cause someone to be a single parent, I have a soft spot in my heart for them. It is not easy flying solo as a parent; all responsibilities fall on one individual's shoulders. Sometimes, overwhelmed single parents can forget the importance of...

You don't often see estate planning articles addressing the client's gender. That's why this piece caught my eye. Mr. Robert J. Green makes some interesting points in his article published on 8/2/23 by the Coeur d'Alene/Post Falls.  Let's start by acknowledging...

One hundred years ago, the only assets individuals had to protect with estate planning were physical things like a house, property, vehicles, antiques, etc. But it's 2023, and we now have to consider your digital assets in estate planning as well. Ensuring that your...

Most, if not all, estate planning attorneys agree you should avoid probate if you can. It can be time-consuming, stressful, and can cost money—all good reasons to find ways to avoid it. The following article, written by Garrett Spangler, was published on 8/22/23...

Before your child goes off to college you might find this article helpful. Take a look. This was published on Kiplinger 6/29/23 and was written by Marguerita M. Cheng, CFP. “Medical and financial powers of attorney should be signed before anything goes wrong, so it’s...