Blog Articles
Do I Need A Will Or Trust Before Going On Vacation? Yes! Especially If You Have Kids.
If you are leaving your kids at home, there's one more thing you must do before you leave – you need to complete your will or trust before going on vacation. In fact, this is a common reason people come into my office. Read how the Barber family's inaction created a very difficult situation for their children.
Facing Grief After The Death Of A Loved One Can Be The Key To A Life Of Health And Wholeness
Most people have never been taught to deal with grief and as a result are stuck dealing with confusing emotions, relationships that don’t work and lives that can feel like they just don’t work. But, facing grief after the death of a loved one can be the key to a life of health and wholeness.
Senior Identity Protection: Keep Your Parents Financial Assets Safe
Today, we live in an uber-connected world, where nearly every type of financial transaction—shopping, banking, investment management—can be made online using a computer or mobile device. So, how do you ensure the security of your senior parents' identity and financial assets?
I Don’t Have Kids, So Why Do I Need Estate Planning? Part 2
Last week we discussed how it’s a common misconception to think that if you don’t have children, you don’t need to worry about estate planning. But the fact is, it can be even MORE important to do estate planning if you have no children. Part 2
How To Name A Guardian For Your Children In 6 Steps – Part 2
Part 2: Learn the 6 steps to select and how to name a guardian for your children. One of your most important responsibilities as a parent is to select and legally document guardians for your children. It means consciously deciding who would raise your children if you cannot.