Estate Planning

COVID has exposed or reminded us of a number of difficult truths and one of them is the fragility of our health. We don’t know when we’ll have serious health issues or pass away. You can proactively help your family or loved ones by setting up an estate plan that gives them a legal roadmap […]

Attorney: Who would you like to make medical decisions for you if your spouse is unable to? Client: Can I name all my children to act together? It is difficult to identify the person to place this great responsibility on. I often remind clients that although the person they select may feel honored that they

Summer is the season for cottages and enjoying lakes. Cottages are places where family and friends enjoy time together and create memories. For many families, cottages are an important part of their relationships and as their children get older, they eventually come back with their own kids. It becomes an experience that can be enjoyed

I would not associate the word SECURE with year 2020. So, it is a bit ironic that 2020 did bring us the SECURE Act. This Act is all about your retirement funds or what is left of it given the surprises of 2020. Setting Every Community Up for Retirement Enhancement (SECURE) eliminates the stretch provision

If completing an estate plan has been on your to-do list for years – now is the time to get it done. Now is the time to check in with your loved ones on whether they need to do some planning while we face a global health crisis. No matter the size of your resources

When a single person needs Medicaid benefits to pay for in-home, assisted living, or nursing home care it is true that the asset protection options are limited compared to a married person in the same situation. But there are still some options. Check out the tips below and join us on March 10, 2020 at

Transitioning a family business to the next generation very often involves gifting ownership. Here are some tips on gifting ownership to the next generation: 1. Gifting needs to be part of an overall succession strategy. While gifting ownership in a family business is very common, it would be very problematic to make a gift without

At first, it may seem like a responsible idea to put your important estate planning documents into a safe deposit box at a bank, where the documents will be safe and protected. But storing your documents this way could result in unintended consequences upon your death. If a Personal Representative (PR) or Trustee has not