BEFORE YOU TAKE OFF FOR SUMMER VACATION, TAKE ON THESE 5 TO-DOS
It’s no surprise that Americans spend more time planning their summer vacations than they do planning their estate. After all, a vacation...
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KID HEADING TO COLLEGE? HERE'S WHAT THEY NEED TO HAVE IN PLACE PRIOR TO LEAVING.
QUESTION Q: What estate planning documents should my son, who just turned 18 and is planning to attend college in the fall, have in...
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THREE HEALTH CARE DOCUMENTS YOU NEED TO INCLUDE IN YOUR ESTATE PLAN
Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to...
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Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
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4 WAYS ESTATE PLANNING CAN IMPROVE RELATIONSHIPS WITH LOVED ONES
With the Valentine's season here, you may be spending a lot of time thinking about your family and friends. During these moments, you’re...
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PERMISSION TO LOVE YOUR CHILDREN
Written by Shannon Loucks. This is your letter of permission to go ahead and simply love your children. Put down those expectations that...
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HOW NAMING GUARDIANS FOR YOUR KIDS IN YOUR WILL, CAN LEAVE THEM AT RISK
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...
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4 TIPS FOR TALKING ABOUT ESTATE PLANNING WITH YOUR FAMILY OVER THE HOLIDAYS
Despite this years array of viruses circulating, we hope your 2022 holiday season allows you a family get-together or visiting with loved...
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Estate Planning 101: Wills vs. Trusts
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While...
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Top 9 Life Events That Should Trigger an Estate Plan Review
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly...
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Special Needs Planning: What Parents Need To Know
While every parent should be concerned about estate planning, if you have a child with special needs, it’s crucial that you are aware of...
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Why Just Naming Guardians For Your Kids In A Will Leaves Them At Risk
If you are a parent with children under the age of 18 at home, your number-one estate planning priority without question should be...
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How To Pass Your Family Heirlooms Without Causing Family Feud
In estate planning, passing along "the big stuff" like your bank accounts, real estate, and vehicles is relatively straight forward. ...
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Retirement Planning: A Roadmap & Milestones
As the son of a Financial Planner, my brothers and I got an early jump on learning about the importance of saving and investing....
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10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
Most young families I speak to, including my friends, are truly intimidated by Estate Planning. That's usually for one of the four...
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10 Common Estate Planning Mistakes Your Family Can't Afford To Make - Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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For Blended Families... Your Family Is Likely Headed To Court Unless You Do This...
If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are...
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Life Insurance: What You Need To Know Before Buying It
Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety...
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Why You Might Want To Own Your Family Home In a Living Trust - Part 2
March 2022 by Anthony J. Farina, Esq. If you are like many homeowners, your home is likely your family’s most valuable and treasured...
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Why You Might Want To Own Your Family Home In a Living Trust - Part 1
February 2022 by Anthony J. Farina, Esq. If you are like many homeowners, your home is likely your family’s most valuable and treasured...
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