January Newsletter: Incapacity Planning

January Newsletter: Incapacity Planning

January’s newsletter focuses on an essential aspect of estate planning—incapacity planning. While it’s difficult to think about being unable to make your own choices, having a plan in place ensures that your wishes are honored. The tools highlighted in this month’s newsletter will help you take control of your future with confidence and peace of…

Essential Estate Plan Considerations for 2025

Essential Estate Plan Considerations for 2025

Happy New Year! As we step into 2025, it’s the perfect time to think beyond run-of-the-mill resolutions and focus on something that truly protects your loved ones: estate planning. For this reason, our estate planning attorneys would like to bring up some key estate plan considerations in the new year: Be Careful Relying on Life…

Healthcare Planning Should Be Part of a Young Adult’s Estate Plan

Healthcare Planning Should Be Part of a Young Adult’s Estate Plan

In a recent blog post, we discussed why young adults should consider an estate plan before heading off to college. Among the essential tools we highlighted are a HIPAA authorization and a medical power of attorney. While no one likes to think about medical emergencies, being prepared provides young adults and their families with reassurance…

December Newsletter: Celebrate the Holidays with an Estate Plan

December Newsletter: Celebrate the Holidays with an Estate Plan

December’s newsletter invites you to celebrate the holidays with an estate plan. Much like the festive season calls for lists and preparation, creating an estate plan ensures your legacy is ready for the future. From navigating caregiving roles to starting the new year with intention, we’re here to help you give the gift of peace…

Estate Planning for College Students: What Parents Need to Know Before They Go

Estate Planning for College Students: What Parents Need to Know Before They Go

If your child (or grandchild) is heading to college next year, you have every reason to feel overwhelmingly proud! You may also occasionally feel a natural pang of worry. You want your child to be as protected as can be, and one step that often goes overlooked is estate planning for college students. Estate planning…

November Newsletter: Fall Estate Planning Update

November Newsletter: Fall Estate Planning Update

November’s newsletter tackles fall estate planning with a fresh, football-inspired perspective. Just as each game needs a solid playbook, your family’s assets require a game plan. Without a doubt, we’re here to help you take on estate planning challenges and secure your legacy, one strategic move at a time. What You Need to Know About…

Should Your Child’s Guardian Also Be Their Trustee?

Should Your Child’s Guardian Also Be Their Trustee?

When it comes to estate planning, you might hear the terms “guardian” and “trustee” tossed around. These roles are vital if you’re thinking about who will care for your child or manage their inheritance if you’re not around. Understanding these responsibilities can help you make the right decisions for your child’s future. A guardian steps…