Make It Last – Ep 131 – Retirement For Baby Boomers & Gen X

Listen To The Episode Here! Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last is back with a brand new episode this week! They say 10,000 Baby Boomers are retiring every day, and their retirement looks a lot different than their parents’ did. One thing baby boomers can agree on is they want to make […]

The Pros and Cons of a Revocable Trust

Like most estate planning devices, a revocable living trust is not right for every estate. A recent article discusses several of the pros and cons of creating a revocable living trust. A revocable living trust is a trust that a person establishes during their life with their own assets. The terms of the trust can […]

Essentials of Estate Planning

Estate planning is smart for everyone, without exception. No matter how wealthy or poor, everyone has an estate. Many people falsely assume that, because they are not wealthy, they do not need an estate plan. This could not be further from the truth. A recent article discusses why estate planning is essential for everyone. The […]

Making a Will

If you’re thinking about making a will, here are few things that you should think about before drafting the will (or having an attorney help you think about these things and draft the will for you): 1.  What assets will you be putting in the will? Take an inventory of your significant assets.  These should […]

Top Tips for Selecting an Estate Planner

Having practiced in this area for a while, here are some practical tips for selecting an estate planner. I promise that this is not a thinly-veiled way of describing my practice. Although we have many of these qualities, I believe that these tips have universal value. 1. Select an attorney who is an excellent listener. […]

Do You Have These 3 Legal Papers?

This post is important enough that I might run a variation of it every month for year. Let me spoil the surprise and give you the answer up front. You should have: A Durable Power of Attorney for Health Care A Durable Power of Attorney for Finances A Living Will The first and second one […]