Blogs & Articles

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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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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Six Tips to Start Your Financial Goal-Setting

The month of January generates a steady stream of news articles and broadcast messaging about financial goal-setting. To cut down on the overwhelming clutter we’ve compiled a series of tools, tips, and resources to support your financial wellness efforts. Has the recent stock market volatility left you wondering if you have to adjust your spending

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Lattes vs. Life Insurance: Do Millennials Really Have to Choose?

Life insurance plays a key role in achieving one’s estate planning goals. We recommend a three-pronged approach in convincing Millennials that life insurance has relevance to their lives. Lattes vs. Life Insurance: Do Millennials Really Have to Choose? Posted on: September 22nd, 2015 By Mary Merrell Bailey, Esq. This month marks the 12th anniversary of Life Insurance

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