With the school year behind us, it is time for many families to make preparations to send children away to college. This is always a special time, but after a COVID school year, the idea of being able to celebrate these milestones is more thrilling than ever. If...
Striking the right balance between your goals and those of your family can be one of the trickiest parts of Estate Planning, even more so when you are a business owner. Today, I’ve invited Denis Brown of Pace Capital Advisors to share his expert knowledge on...
An estate plan’s primary purpose is to organize how an individual’s estate will be disposed of when they die. In addition, estate planning documents may outline how the estate owner—referred to as the testator—should receive medical treatment, who will manage their...
Few experiences put more strain on a family than when aging parents come to require regular care. Such situations present a minefield of potential conflict. While some families have the skills needed to navigate the complex situations that come with this territory...
If you have been following our series this month, you know that we have been focusing our blog posts on the most common documents that comprise an Estate Plan. So far we have discussed Wills and Powers of Attorney. This week, we will look at one of the most critical...
During the month of April, we are going to focus our newsletters on the most common documents that comprise an Estate Plan. In last week’s newsletter we discussed Wills. This week we will look at a document essential to your Estate Plan, the Power of Attorney. Estate...
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