I am going in for surgery next month and I was wondering what kind of planning should I do beforehand?

Great question. You should have at least a “base” estate plan in place. This covers three major areas: (1) incapacity, (2) wealth transfer, and (3) beneficiary protection. First, you need to put someone in place for financial and medical decisions if you can no longer handle your affairs. Be very careful here – many times… Read More »

Every year I make a resolution to get my estate plan done, but I keep putting it off. I don’t know whether I need a Will or a Trust, or what other planning I should do. What’s the best way to get started?

This is a great question. Like you, many people make a New Year’s resolution to get their estate planning done, or update old estate planning, but then don’t follow through because they don’t know where to start. I’ll give you two options that will make it easy for you to get started. First, you can… Read More »