Holiday Wishes: Thankful

Happy Thanksgiving! I try to reflect on the many blessings I receive daily, but at this time of the year, I especially want to take the opportunity to reflect on the past year, the people and things I am thankful for, and to express my thanks for the many blessings I...

Estate Planning for Older Adults

Estate Planning needs change as we enter the different seasons of life. As we age, our estate plans should change and the estate planning needs of older adults should incorporate planning for incapacity. Some of the changes you might consider in your estate plan...

Estate Planning for an Empty Nester

Congratulations! You are an empty nester and it’s time to update your estate plan. At this point in your life, you no longer have minor children or don’t have children, you may have acquired significant assets, and you may be considering retirement. When reviewing...

Estate Planning for Your Midlife

You are entering or are in your midlife (40’s, 50’s, 60’s) and its time to update your estate plan. At this point in your life, you may own a home, perhaps more than one, have acquired significant assets, own a business, and have children. When reviewing your Estate...