Blog

Who Needs an Estate Plan?

Who Needs an Estate Plan?

Published 08/06/2019

Q: Who Needs and Estate Plan? Answer: YOU do! If You Have Young Children, You Need a Will. The only thing worse than not being around for our children is having no say in who raises them should we die. A Will is a tool that allows you to name a guardian for minor children. Without...

All the Single Ladies

All the Single Ladies

Published 08/06/2019

Single? Widowed? Divorced? How Important is an Estate Plan? There are over 110 million singles in the United States and more than 53% of them are women. Women control over one-half of the country’s wealth and studies show that most of the wealth that will change hands in the coming decade will go to women. In...

The Best Gift

The Best Gift

Published 07/15/2019

We all have someone in our lives who just seems to know the right thing to say. Someone who has sage advice for every situation. Someone who is WISE. For me, that person was my mom. She was masterful at discussing the most delicate of topics, expressing her opinion and guiding others down a path...

Digital Afterlife

Digital Afterlife

Published 07/08/2019

The world has gone digital, and digital platforms and devices are everywhere. For the first time in history we are seeing a generation that has grown to adulthood whose everyday life has always been focused around technology. Even older adults who grew up listening around a radio have logged onto the digital bandwagon. Indeed, almost...

Women and Estate Planning

Women and Estate Planning

Published 07/01/2019

Estate Planning, in many ways is more important for women than men. Women on average live 5 years longer than men, earn less over their lifetimes, are the primary caretakers of children and aging parents and are the ones who will likely have the final say in how assets are spent or distributed. Longer lifespans make...