A Trust Can Help Preserve Your Legacy

A Trust Can Help Preserve Your Legacy

Hello everyone! The month of August What Will Be Your Legacy Month. So, I want to inspire and challenge you to think about what type of legacy you want to leave your loved ones. What will be your legacy? My family and I recently saw the new Lion King movie, and we...
You Are NOT Too Young To See An Elder Law Attorney!

You Are NOT Too Young To See An Elder Law Attorney!

It’s still Elder Law month, so we are going to talk about another Elder Law related topic. Last week we talked about why you should consider a long-term care insurance policy sooner rather than later, because the earlier you address the need, the easier it is to meet...
Dont Talk About It…Be About It!

Dont Talk About It…Be About It!

So, we are continuing with our ‘April Fools’ series. Last week, I told you not to be fooled by your close family relationships, because the best way to ensure your wishes are protected, is to write them down. You can’t just talk about it…be about it! This week,...
To DIY or Not To DIY…

To DIY or Not To DIY…

Throughout the month of April, we are going to discuss common & foolish estate planning mistakes. Now, I know April Fools only comes once a year. But for our purposes, it is April Fool’s month! This week, we’re going to talk about DIY estate plans and...
Age Ain’t nothing But A Number!

Age Ain’t nothing But A Number!

March Madness is still in full-swing!!! But, as much as I love watching the talented Zion Williamson take over the court, I’m still not a Duke Basketball fan…Go Carolina!! Last week, I shared with you that even in the best circumstances, with your most trusted people,...
Plan For The Unexpected…Avoid The Madness Part II

Plan For The Unexpected…Avoid The Madness Part II

March Madness is still in Full-swing. Who are you rooting for? I’m with Carolina. Well, I’m actually with any team that isn’t Duke. Last week, I told you that you should absolutely NOT treat your Estate Plan like your bracket. Unlike your bracket, your Estate Plan can...