This is a question I often receive from clients. While the simple answer is often no, the timing of the planning affects the effectiveness of the planning, the cost of the planning, and how complicated the planning will be. As a general rule, the soo… Read More

In this video series we are working through the five reasons why you need to do your estate planning. This video covers the fourth reason – good estate planning can preserve family harmony. A good estate plan can preserve family harmony and red… Read More

A person’s home is usually that one assets that gives them comfort and security. Protecting that home as we get older becomes more and more important. Protecting the home from the cost of long term care can be done in a number of ways. However,… Read More

In this video series we are working through the five reasons why you need to do your estate planning. This video covers the third reason – so that you can protect your beneficiaries. Read More

This is a very short explanation of the main reasons why people use Living Trusts in their estate planning. Read More

This video provides an overview of Elder Law planning. It provides an explanation of the three primary components: Physical, Mental, and Financial. Read More

In this video series we are working through the 5 reasons why you need to do your estate planning. This video covers the second reason – so that your estate can avoid Probate. Read More

In our introductory video to this subject of why you need to do estate planning, I went through the 5 reasons why estate planning is important. In this video, I’m going to go into more detail on that first reason, and that is, estate planning allow… Read More