Do I Need a Power of Attorney?

In the event that you were unable to make a critical decision regarding your finances, business, or medical care, who would you trust to make that decision on your behalf?   Chances are, not just anybody.   Whether due to an unexpected accident or natural… Read more

Advisors! Here’s the Key to a Successful Consultation

Author | Stacy Hanley   If there’s one thing I’ve learned in my years of experience, it’s that you can be the most brilliant, well-connected wealth advisor in the world, but if you don’t have the necessary “people skills” to build clients’ trust, well… good… Read more

3 Estate Planning Myths

When it comes to estate planning, there are a few popular beliefs that prevent many people from taking the plunge and creating the plans they need.   Let’s uncover some of these estate planning myths and talk through why they aren’t true!     Myth:… Read more

Why Should I Create an Estate Plan?

Author | Stacy Hanley   As uncomfortable as it can be to think about what happens towards the end of our lives, it is a necessary conversation to have if we want to protect ourselves and our loved ones.   If you were to pass… Read more

First Meeting with an Estate Planning Attorney | What To Expect

Many times, we see clients come in for their first meeting feeling overwhelmed and unsure of what to expect or bring with them. We even see that this intimidation is a reason why many people put off meeting with an attorney, to begin with.  … Read more

What Are My Responsibilities as an Administrator or Executor of an Estate?

Losing a family member or close friend is incredibly difficult to process as it is, but this time can become even more hectic when you have been designated to manage their estate as an Administrator or Executor.    Amid the sorrow and grief, it’s important… Read more

Estate Planning Tips for the Beginning of 2021

After all of the uncertainty and ups and downs of 2020, how can we plan ahead for all of the repercussions and changes 2021 has in store for us?   Here are a few tips for setting your estate plan up for success ahead of… Read more

3 Common Estate Planning Mistakes & How to Avoid Them

Trying to handle your estate planning on your own can be quite overwhelming. With so many moving parts and documents to keep track of, it’s easy to get lost in the paperwork and worry about whether you’re making the best decisions for you, your family,… Read more

Are Millennial Women More Financially Independent?

It’s no secret that millennials seem to be more outspoken about gender equality and equal pay than any generation collectively before them. You’d think this passion would translate to their personal finances, right?   Well, it turns out that even this group of zealous, high-achieving… Read more

Estate Planning Questions to Ask Over the Holidays

The holidays are the perfect time to talk with your family about plans for the future.   As 2020 comes to a close and relatives are likely to gather together, we recommend asking yourself these three questions to make sure your estate plan is properly… Read more