The problem today is that while we can make plans for unforeseen future events, we don’t want to get out of our comfort zone and so instead we stay in our safety cocoon. We hem and haw and hope for the best. Maybe even gleefully saying, “What do I care? I won’t be here” to […]
Meeting virtually through the use virtual conference rooms (also known as free secure web meeting applications), we can meet face-to-face without travel. And no, it’s not cold and impersonal! We can meet, confidentially, see and hear each other, share documents, and more. You can use any computer with a camera and microphone, or even a […]
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 […]
