Month: May 2019

So you have done the hard work of establishing an estate plan. Good for you!However, you still have serious work to do to ensure that the strategy you have selected will maximize your peace of mind and protect your legacy. Estate plans should be like living, breathing creations that reflect the changes in your life. Your life can and […]

Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family as an example. Meet the KendricksMeet Bill and Karen Kendrick. They got their first estate plan in place […]

Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan?  If you don’t already have an estate plan, then getting one in place should be at the top of your to-do list. Why?  Because without an estate plan, you and your property […]

If you become incapacitated, who is going to take care of you?  You will not be able to make medical decisions for yourself and you will not be able to manage your day-today affairs.  If you do not have the appropriate estate plan in place, your family may be headed to the probate court long before you are deceased. Conservatorship […]