Estate & Financial Planning Articles
Estate Planning For Beneficiaries With Mental Illness
Sept. 30, 2024
According to the National Alliance on Mental Illness, 19.1% (nearly 1 in 5) of U.S. adults experience mental illness annually. Historically, discussions surrounding mental illness were taboo and off-limits.
Continue ReadingHow Do I Plan for Possible Incapacity During My Lifetime? What Estate Planning Documents Are Necessary?
Sept. 30, 2024
There are several estate planning documents that we prepare for our clients to anticipate some form of incapacity, including:
Continue ReadingIs Estate Planning Just For What Happens After I Die Or Can Estate Planning Benefit Me During My Lifetime?
Sept. 30, 2024
In my experience, it is often much more important to plan in anticipation of incapacity during your lifetime.
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