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If working on your estate plan is on your "To-Do" list in 2024, I recommend you review the following article. It's a quick read and will help ensure you have the right estate plan for you and your loved ones. By the way, I found this online at Kiplinger on 2/9/24....

Like many other professions and services, the law offers a wide range of practitioners - those specializing in a particular area, those with decades of experience (versus the brand new lawyers), and those highly regarded by clients and colleagues. If you are looking...

No one wants to think about the possibility of suffering from dementia or cognitive decline, but let's face it: it is all around us. We all know those personally going through it, either themselves or a loved one. Researchers are working to find ways to slow it down,...

You love your grandchild, niece, nephew or sibling. But - and this is a big but. That individual has proven to make some very irresponsible choices in their life. Maybe they have gotten into credit card debt due to excessive "retail therapy." Or perhaps they have...

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...