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So far Tom has created 4 blog entries.

Do you really need a will?

You May Not Think You Need a Will, But You Really Do. Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth. On the other hand, [...]

2019-03-14T12:01:00-04:00 July 18th, 2017|

5 Reasons to Embrace the Emotional Nature of Estate Planning

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone.   But while that could feel like a reason [...]

2017-08-01T14:43:37-04:00 March 14th, 2017|

Who Needs an Estate Plan?

If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter if you are old or young, if you have built up considerable wealth or if you are just entering adulthood - you need a written plan to keep you [...]

2017-08-01T14:52:19-04:00 February 14th, 2017|

3 Reasons You Want to Avoid Probate

When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic form of planning, a will does [...]

2017-08-01T14:49:37-04:00 November 22nd, 2016|