Black and red stethoscope

Why Advance Directives are Needed

A woman was clear about her wishes before she had a stroke — in the case of a serious medical event, she did not want a feeding tube. She had even expressed her wishes in an advance directive, years before her stroke.

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white analog clock

Can You Make a Short-Term Change to a Will?

I admit that this question stumped me. It was not so much because of what you are asking, but rather why you are asking it in the first place. I’ve tried to come up with a scenario why someone would want to change their will temporarily, but I have come up blank.

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Today To Do List

More Reasons to Review Your Estate Plan

Talking about illness, death and taxes is not most people’s idea of a good time (except for us estate planners). That being said, there are times in life when it’s time to move updating your estate plan off the ‘to do’ list and on to the ‘done’ list. Here are those times:

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Calligraphy on paper

What Are The Essential Estate Planning Documents?

The transition to retirement means different things to different people, as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this life-altering decision and many emotions are felt–everything from fear, stress and anxiety to the sheer excitement of being able to fulfill lifelong dreams.

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