Estate Planning: An Unexpected Source of Total Wellness

 “Wellness is a connection of paths: knowledge and action.” #1: 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. An estate plan takes away worry about what would happen to your kids if something happened to you. Peace of mind this Continue Reading →

Inheriting a Retirement Account

You’ve done your homework and established a trust as the cornerstone of your legacy planning. The trust is funded with your real estate along with all your bank and investment accounts and your personal property has been assigned over to the trust. What about your beneficiary designated accounts? Your life insurance? Your retirement accounts? Do you name your trust as Continue Reading →

10 Tips for choosing the best guardian

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 →

An unexpected source of total wellness

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 →

7 Reasons your estate plan may be outdated

Estate planning is not a once-in-a-lifetime check-the-box thing. What is for sure is that your life is going to change and the law is going to change. A variety of things can come up that will make your estate plan outdated, and any time this happens, the best course of action is calling your estate planning attorney to chat about Continue Reading →