In this second installment of a two-part Q & A series, I’ll break down the key differences between your primary Estate Planning options and explore practical ways to ensure your family is protected, no matter what the future holds.

Understanding how accounts are titled and who has access to them isn't just about convenience—it is about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this?

This week, we explore the differences between hourly billing and flat fee billing for attorneys, and how these differences can affect the legal work you are paying for.

The holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right. Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips. Read more…