Tag Archives | will

Know Your Why Top

You’ll get more done when you Know Your Why

Humans are the only species conscious of our own mortality. And let’s face it, no one wants to contemplate mortality! If you’ve been putting off planning for your death and other awful circumstances (or know someone who has) this is probably one of the biggest underlying reasons. Who wants to schedule the hours into their […]

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How long... Top

How Long Has it Been Since You…

The challenge with family legal planning, or estate planning as they call it, is that it relies on a plan that protects your family at an unknown time, under unknown laws, utilizing unknown assets for an unknown family situation to accomplish unknown goals. And while we don’t know when you’ll need it, we know your […]

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article first cousin top

I’m a First Cousin, Twice-Removed!

On May 4th, I became a first cousin, twice-removed. I know. It’s not quite as glamorous as becoming a mom or a grandmother, but that’s what it is. First cousin, twice-removed.  Basically, my father’s sister became a great-grandmother for the first time. Ancestry. MyHeritage. Archives. FamilySearch. The world of online genealogical research has exploded recently.  […]

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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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