Planning for Special Circumstances

Where Are Your Important Documents?

I got a call yesterday from a woman, who I’ll call Sue, whose mother suffered a stroke. Sue’s mom was only 67 years old. The stroke left…

Planning for Special Circumstances

Hoping For the Best Shouldn’t Keep Us From Preparing for the Worst

We Americans are an optimistic bunch. Despite our economic downturn, the majority of us are optimistic about our futures and being in control of our lives.

Planning for Special Circumstances

Who Is The Beneficiary Of Your Insurance Policy?

I got a heartbreaking call from young woman recently that highlights the importance of updating ones’ insurance beneficiary designations after major life events. She and her…

Planning for Special Circumstances

How Will You Be Remembered: Lessons From “The Descendants”

Spoiler Alert! I think much of the storylines I discuss below can be gleaned from several of the movie’s previews which you can see here and…

Planning for Special Circumstances

True Love Plans: Valentine Recommendations For My Clients

The part of my job that I enjoy most is the conferences I have with my clients. I love hearing about their loved ones, and their hopes…

Planning for Special Circumstances

Estate Planning Tips That Prevent Family Feuds

When I was a girl, my mother enjoyed needlework. She would painstakingly sew for hours, crafting beautiful pieces like the one in the image above. My husband…

Planning for Special Circumstances

Strategies For Lawsuit-Proofing Your Estate

Forbes Associate Editor, Ashlea Ebeling, wrote a great article last week about estate planning strategies that can discourage a protracted legal battle after your death. The…

Planning for Special Circumstances

Traditions That Keep Families Connected

My kids and I play a Volkswagen Beetle game. It’s not Punch Buggy, but rather a unique game that my family created. New Beetles (I hear the…

Planning for Special Circumstances

A Mother’s Love

A few years ago, I read an article that reminded me of the extraordinary lengths parents will go to protect and provide for their children. It was…

Planning for Special Circumstances

Beyond Taxes: 10 Reasons Why Americans Without Taxable Estates Need an Estate Plan

NB: Rocket Lawyer Press invited me to contribute another guest post on an estate planning issue. Below is an excerpt of the article I wrote, as well…