Blogs & Articles

6-Step Estate Planning Checklist

As we enter the final quarter of 2016, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves or for their clients) for the coming year.  To facilitate that process, we have prioritized a checklist summarizing what we consider to be “Six Very Important Action

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Coping with an Unexpected Death in Your Home

Death often comes without warning. Returning home to find that a loved one has passed away unexpectedly can be traumatizing and leave you in a state of shock and disbelief. Your ability to think clearly is compromised as stress levels rise, and stress affects your ability to make quick decisions. Confusion sets in. You panic.

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Who Will Raise My Children if I Die Without Naming a Guardian?

For parents, the summer months are a welcome change in routine. Families go on vacation, children enjoy day camp, and grandparents are excited to give busy parents a much-needed break. Although summer provides a time to relax and enjoy family activities, it’s also the ideal time for parents to ask themselves, “Who will raise our

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Asking Tough Questions Could Save an Older Driver’s Life

The crash statistics are alarming. Nearly 4,200 seniors age 70 or over died in automobile crashes nationwide in 2012, according to a report by transportation research group TRIP. The report also found that Florida leads the nation in the number of senior citizens killed in traffic accidents. As greater numbers of retirees move into Florida

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Who Will Inherit Prince’s $150 Million Estate?

According to, Prince died without a Last Will and Testament.  If true, this means that Prince died “intestate.”Oh, U Got the Look  – stop judging.  The majority of Americans age 55 to 64 don’t have wills.  However, the majority of Americans aren’t worth Prince’s estimated $150 million.  Who will inherit Prince’s Raspberry Beret  and everything else? Unfortunately, choosing

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My Wishes, My Way – Steps to Ensure Your Advance Directives Are Honored

It happens too often. A health care emergency occurs; panic ensues, and the patient’s end-of-life wishes take a back seat to established protocols to extend life. Failing to honor a patient’s advance directives can increase the individual’s discomfort and prolong the dying process – the opposite of what the patient wanted. As professional advisors, we

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