Have you ever needed to travel to a meeting someplace that you’ve never been and just the thought of the drive itself gets you all twisted up inside? When I go someplace for the first time, I do what a lot of us do: Rearrange my schedule to fit the appointment into my life. Confirm […]
There are two questions I hear the most: How can I make sure I’m not a burden on my family? And if I need long-term care, how do I pay for it without spending everything?
I recently received this email: Tracey, I have a new baby and am suddenly realizing that I don’t have a Will. My husband and I really need Wills – but we also really need to pick somebody who could take care of our son if something happened to us. But what do I need to […]
Everyone comes to their planning with a different driving motivation. “‘Many people focus on estate planning with regard to who will take care of the kids,’ [Sharon DeVaney] said. ‘But the responsibility of taking care of older parents and changes associated with divorce can be just as important as motivators.’”
We’ve been working with families like yours for over 25 years, and have been troubled by all the ways the traditional law business has failed its clients. Typical estate planning calls for an attorney working one on one with each client. And while this is fine for some, it is cost prohibitive for most. The […]