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All
- All
- Constitutional Law
- Elder Law
- Estate Planning
- Financial Planning
- Firearms Law
- Lifestyle
- News
- Pet and Animal Law
- Probate
- Tax Planning
- Trust Administration
- Veterans
Estate Planning
Workshops Discontinued as of April 2021
We’ve been offering free estate planning and elder law workshops for months – even during the COVID pandemic. But we’ve decided to stop offering workshops to the public at this time (we will still work with financial advisors to give private workshops to their clients). Why? ...
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Elder Law
Don’t Wait Until it’s Too Late
In this video, Cindy discusses why you should regularly review your estate planning documents. You may discover you don’t have what you think you do. Other articles/videos you may find interesting: Gun Trusts Are Not a Shield Don’t Put Money into Property You Don’t Own ...
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Estate Planning
Should Your Attorney Keep Your Original Will?
When I was a newly-minted lawyer, I sought and welcomed advice from more experienced estate planning attorneys. I still do. Over and over again I heard “Keep your client’s original Will.” When I asked why, I received many answers, among them: Clients lose them; Clients ...
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Estate Planning
Mind Your Business
In this video, Cindy discusses why you need to take your business seriously, maintain all the appropriate documentation, and disclose your ownership interests and any requested documents with your estate planning attorney to avoid potential future problems. Other articles/videos you may find interesting: Preparing to ...
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Elder Law
How Much Money Is Needed for Long-Term Care?
You have a few options when it comes to affording the whopping expense that is long-term care.
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Estate Planning
Why You Might Not Get What’s in Mom’s Will
In this video, Cindy discusses why sometimes beneficiaries don’t actually receive what Mom left them in her Will. Other articles/videos you may find interesting: Death Quest: The Morbid Scavenger Hunt Beware of COVID-19 Vaccine Scams ***Want to learn more about how to protect your family ...
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Estate Planning
Why Would I Need a Durable Power of Attorney?
A power of attorney is a document that lets you appoint a person or an organization to handle the financial and medical decisions on your behalf, when you are not able to because of sickness or death. The person or the organization is called the ...
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Estate Planning
Shorter Isn’t Always Better
In this video, Cindy discusses why longer, more detailed estate planning documents are better than shorter ones. Other articles/videos you may find interesting: What’s the Difference? Living Will, Health Care Surrogate, DNR Durable Power of Attorney: What You Need to Know ***Want to learn ...
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Estate Planning
What is an Antilapse Statute?
Most trusts and some Wills have a provision in them that refers to an “antilapse statute.” What does this mean? The common law (before statutes) held that if your named beneficiary died before you, his or her share would “lapse” (expire) and get thrown back ...
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Estate Planning
Whose Estate Plan Is It, Anyway?
In this video, Cindy discusses why sometimes you should limit family members’ or outside influences’ involvement in your estate plan. Other articles/videos you may find interesting: Naming a Family Member as Successor Trustee: Pros & Cons How Can I Move On after a Loved One ...
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You wonder whether your granddaughter will think of you fondly when you’re not around anymore.
You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.
Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.