[See our Disclaimers page about relying on this website’s contents.] People often forget to keep their important papers in order. Disorganization can rob you of the chance to react quickly in critical or important moments. Disorganization can lead to serious errors after your death or if someone is helping you manage your business during a […]

[See our Disclaimers page about relying on this website’s contents.] Financial experts often say that if you die without a last will and testament, the state will decide who gets your assets. That statement is true if you die owning assets without joint owners and without naming beneficiaries of bank accounts, insurance policies, retirement plans, […]

Retirement plans, annuities, and life insurance policies are great tools to accumulate and protect wealth for some people. However, all investments require some attention to details regarding beneficiary designations and ownership choices. None of these tools fits everyone and some tools can be inappropriate for some people. A knowledgeable estate planning attorney uses these financial […]

[See our Disclaimers page about relying on this website’s contents.] This article is the first part of a two-part series of about joint bank accounts and other kinds of ownership of bank accounts and investments (Click here to read Part 2). We have seen many avoidable cases of error, fraud, and abuse over the years. […]

[See our Disclaimers page about relying on this website’s contents.] What scares you most about growing old and dying? Everyone may answer the question differently, but a common theme we find among clients is the fear of being so disabled at the end of life that a person cannot participate in his or her final […]

[See our Disclaimers page about relying on this website’s contents.] Most people have experienced conflict or heard of families that have split after the death of an older family member. Conflicts are a natural part of life, but not all conflicts have to happen. This article describes some things that people can do to maintain […]