Archive | Estate Planning

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Estate Planning Sucks

Let’s face it, doing your estate planning, contemplating your demise, sucks. And it’s all the lawyers’ fault. Well, I’m done with that. So done. The legal industry leads with fear, and it’s driving people away in record numbers. We’re losing millions of clients to the world’s largest law firm – the Internet. LegalZoom alone has […]

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estate planning

Meeting Face-to-Face – In Different Cities. Technology Is Changing How You Meet Your Attorney

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 […]

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Will v. Trust

Will v. Trust – Which Will Serve Your Family Best?

We know that 100% of people aren’t getting out of here alive. Even with that Universal Law, there is so much anxiety around planning for our inevitable exit. And there doesn’t have to be! One question that always comes up around estate planning is “Do I need a Will or a Trust?”

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Things to Watch for in our Seniors

Things to Watch for in our Seniors this Holiday Season

The Holidays give a special opportunity to check in on the seniors in your life – and make sure that everything is going well. When you’re visiting mom or dad, or Great Aunt Agnes there are some things to look for to do a senior welfare check during the holiday season to verify they’re safe […]

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