If you are like most people, you do not spend much time thinking about what will happen to your family and your assets after you are gone. Fortunately, our estate planning attorney does and he shares important considerations in his blog posts. Follow our estate planning blog for reminders of what you can do to legally protect your family and make your wishes known. 

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  • Does Your Parent Need Help with Finances? Start Here Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant to ask their children for help with their finances. It means a …
  • Estate Plans Should Include These Health Care Documents An estate plan is more than just instructions for after your passing. Learn about the health care documents you should include in case you fall seriously ill.
  • How to Incorporate Family Values into Your Estate Planning Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs. In …
  • Millennials and the Family Business: When New Values Meet Old Millennials are taking their places at office desks around the nation. This burgeoning generation is just starting out, which means changes for family businesses with millennial family members who stand to inherit the family business. Of course, this scenario raises certain concerns for baby-boomer business owners as they look to the next generation of workers. …
  • How These Common Assets Can Affect Your Financial Aid Eligibility Financial aid is a valuable resource for students and their families. And sending a child off to college is one of life’s biggest (and often most expensive!) events. Unfortunately, certain assets may adversely affect student financial aid eligibility.  That’s why careful financial planning is particularly important for families with college-age children. Federal financial aid eligibility …
  • Is Your Family "Too Young" To Need An Estate Plan? Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can be more focused on what is happening to their family in the present. And you …
  • Insurance Companies Are Wasting Your Money Ever wonder how an insurance company wastes your money?