August 25, 2017
This is part four of a series of posts on why *everyone* needs an estate plan. In this post, I want to reach out to those of you who are nearing retirement.
Approaching retirement often drives hard working individuals to focus on financial planning for enjoying life bey...
August 27, 2016
This is part three of a series of posts on why *everyone* needs an estate plan. For this post, I'll discuss blended families.
Without a written directive otherwise, your assets will all go to your spouse, with nothing to your children. You may wish to believe that your...
August 20, 2016
This is part two of a series of posts on why everyone needs an estate plan. For this post, I'll discuss families with children.
As parents, we want to protect our children and make life as stress-free as possible. Estate Planning allows you to designate how your childr...
August 14, 2016
This is part one of a series of posts on why everyone needs an estate plan. For this post, I'll discuss college students and young adults.
Every person who is eighteen years of age should have a basic will and health care directives. Without that, the state law dictate...
Blended Families (Part 3 - Who Needs an Estate Plan Series)
College Students and Young Adults (Part 1 - Who Needs an Estate Plan Series)
Approaching Retirement (Part 4 - Who Needs an Estate Plan Series)
Medical Directives for Your College Student Might be More Important than Twin XL Sheets
July 24, 2020
Families with Children (Part 2 - Who Needs an Estate Plan Series)
July 2020 (1)
August 2017 (1)
August 2016 (3)
I'm busy working on my blog posts. Watch this space!