Preparing for Tomorrow: A Resource for Lawyers
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Are you a lawyer looking to retire and need help with an exit plan?
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Blog
What You Need to Know Before You Advance
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Things to consider before taking an advance on your inheritance.
Read MoreR-E-S-P-E-C-T… For Your Finances
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How many times have you heard “You need a will.” or “You should update your will.” either from your attorney, your financial planner, or even just a good friend?
Read MoreDo I Need Long Term Care Insurance?
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As our population ages, this question has become more and more common. We often have clients ask this for themselves, for friends, even for their own parents, and the answer is usually, “It depends.” Taking the time to analyze your unique situation and your goals is important when making the decision on whether or not to obtain Long Term Care (LTC) Insurance, and if so, when to purchase the policy.
Read MoreWhat Keeps You Up at Night?
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Please take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are there are questions listed below that will help us address some of the issues that may worry you.
Read MoreThe Importance of Estate Planning With Minor Children
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Listen up, parents! This is important. I’m sure there are days when you feel like you’re just barely getting by. Days (and nights!) filled with diaper changes, meal preparation, and errands centered around the care of your children.
Read MoreWhat You Need to Know About Powers of Attorney
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A power of attorney (POA) is a legal form that allows someone to act on your behalf. The person you name to act on your behalf is called your attorney-in-fact. For instance...
Read MoreCommon Estate Planning Questions
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Most people think of an estate plan as how and to whom your estate will be distributed after your death, but an estate plan also includes documents that are used during life.
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