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Your Time Is Valuable. Let’s Get a Jump Start on the Estate Planning Process Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our nurses or frontline healthcare workers. You work tirelessly caring for others and may not have a lot of…

Things to Be Aware of When Administering a Hoarder’s Estate Hoarding is more than just being a bit messy (or buying a six-month supply of toilet paper): It is actually a mental disorder causing some people to have difficulty discarding items, regardless of their value, and to experience severe distress even at the thought of…

Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed Many people love to spend part of their summer vacation at the beach, enjoying the ocean and sunshine. But there may be unseen dangers that are crucial for beachgoers to keep in mind: For example, the undertow is…

Choosing a Gift to Give to Charity Last week, we discussed strategies for your charitable donations. This week, we will be offering some ideas of what may be donated. If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and…

There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce your yearly income tax bill and remove value from your overall estate. If you are considering making a donation, but are unsure of how to…

Small Business Owners and Estate Planning Like many small business owners, your time is in high demand. Your schedule is more demanding than most and your working hours extend far beyond the typical work day. As if your day-to-day tasks aren’t enough, you have planning and administrative tasks to complete when the day is done.…

Unclaimed Property – What is it, Where to find it, and How it Impacts Estate Administration Regardless of how careful we are with our finances, it is possible for money to be forgotten or abandoned. Some examples of this include utility deposits, credit balances, unused gift certificates, banks accounts, and more! Across the country, there…

Welcome Baby Henley! Charles (“Pops”) is thrilled to announce the arrival of his granddaughter, Henley! His daughter, Molly, along with her husband and the rest of the family welcomed Henley into the world on February 20. Henley Ann is a healthy baby girl who weighed in at 8 pounds 2 ounces when she was born,…

Writing Your Own Obituary as an Addition to Your Estate Plan An obituary can be much more than an announcement of the time and location of your funeral or memorial service. It can be a way to share your life story, communicate information about significant events and people, and share values you would like to…

Spring Cleaning: Time to Clean Up Your Estate Planning With spring fast approaching, now is the time to dust off your estate plan to ensure that it will still achieve your goals, as well as to avoid unintended consequences that may arise as a result of divorces, deaths, births, or other changes that have occurred…