
This time of the year everyone is making (and some are already breaking) their resolutions for the year. This year, we’d like you to add one more resolution to your list. This year, we want you all to get your estate plan in place! That means naming guardians for you children if anything happens to you, getting a will, trust, power of attorney, and health care directive. Naming guardians is the most important, but all of the rest of these legal documents are essential as well.
01.18.2010 How Do You Know If You Need Estate Planning Right Now?I spend a lot of time telling people that they need an estate plan. I generally focus on the “why” aspect, so I thought I’d take some time to explain “when” you need to get your plan together. Learn the important times in your life when estate planning is critical!
01.18.2010 Stuck in the MiddleAre you one of the 20 million who are becoming known as the Sandwich Generation? This is the generation of adults who are caring for their elderly parents while at the same time raising young children.
If you are among this group you know the difficulties involved with managing your time, energy and stress level while taking care of everyone else’s needs. It’s a difficult job to ensure that your parents are managing their financial affairs and getting the medical care they need while you are also ensuring that your children grow up with the love and attention that they need.