“Did you know that Short-Term Guardianship Documents expire each year?” Mark your calendar Add a task to your online calendar to repeat once a year and remind you to review your document. Wills & Wellness also emails our clients twice a year to remind them. Review your family information Has your family grown this year? Remember to add the new Continue Reading →
A last will is one of the most well-known estate planning documents, and yes, everyone should have one. But if a last will is the only document in your parents’ estate plan, you’ll be in for a (not so great) surprise when they pass. If your parents leave a living trust instead, count yourself lucky—everything will be much easier for you. Here Continue Reading →
It’s hard to believe but 2015 is almost here. Are you ready? Is your estate plan ready? Here are nine estate planning questions to ask before it rings midnight on December 31st. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? I know two things for sure—the law is going to Continue Reading →
You’re a parent of minor children—do you know what would happen to your children if something happened to you? Maybe one of your siblings would step in or perhaps an aging parent. Maybe you were rushing to get out of town last year and sent a quick email to a friend or family member saying who you’d want as guardian Continue Reading →
If you believe in taking good care of your mind, body, family and finances, then estate planning is the cornerstone to protect it all. Here’s how estate planning affects each one. Your mind is the epicenter of your health and well-being. It’s so crucial to try to live mindfully, meditate and maintain balance. Yet, worry still happens to everyone. And Continue Reading →
Most people are vaguely aware that there is a magical document out there called a “Will”. Some people even have a grandiose picture in their mind that when they are on their death bed, they will dictate their Will to their lifelong friend and personal attorney. (Because we all have that, right??) And then after their death, their family will Continue Reading →
Melissa’s Estate Planning Story Our family just recently drafted our estate plan. This may seem ironic given I’m a practicing attorney that advises on the subject regularly! Why did it take so long to get a plan together? Great question. Here are my observations: 1) It is taboo – When I had my daughter, I was well read on the Continue Reading →
By Sarah Roisman Maya Angelou, the Dalai Lama, and even the Pope recently announced their support for marriage equality. These three influential leaders have aligned themselves with the nineteen states offering same-sex marriage, the six states with same sex civil unions, the two states that broadened the concept of domestic partnerships granting the same rights as unmarried couples to same Continue Reading →
How to Raise a Positive Thinker by Jennifer King Lindle It’s not just about a sunny disposition. Positive thinking helps kids weather life’s storms. Happily, the experts are here to brighten your child’s outlook. Turn that frown upside down! Research points to a single factor that can play a role in achieving all types of big dreams: optimism. Experts believe Continue Reading →
Calling all Mamas and Papas! It’s time to take a moment and think about the best gift you could give to your child – a guardian that you have chosen ahead of time, in case the unthinkable happens, so that your child is always in the care of someone you trust, always knows how much you love them, and never Continue Reading →