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Incapacity Planning

Living as if it was your last year

by Jennifer Santini November 17, 2015 Estate Planning 101

Recently I read about a course that is offered by New York’s Zen Center for Contemplative Care called “How To Live This Year As If It Were Your Last.” The course is led by two […]

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Lamar, Khloe & the Urgency of Estate Planning

by Manish Bhatia November 14, 2015 Estate Planning 101

Former NBA and reality TV star, Lamar Odom, was found unconscious on October 13, 2015, and remains hospitalized in Los Angeles. Odom and his wife, Khloe Kardashian, had been separated for years and were in […]

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10 Things you must do before you die! (Not another bucket list article)

by Phillip Christenson November 4, 2015 Estate Planning 101

Bucket Lists have grown in popularity in the last few years. While it might seem important that you go skydiving, and swim with the dolphins before you die I would suggest taking a look at […]

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Succession Planning for Your Company and Your Retirement

by Aaron Hall August 6, 2015 Business

You have built a successful company. Now you are starting to think about the potential for retirement. Retiring is a bit more complicated when you own the company. Your reputation, core values, personality, and relationships […]

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Overcome Obstacles to Effective Healthcare Directives

by Anne Denny July 21, 2015 Estate Planning 101

Are improvements to healthcare directives necessary and possible? The answer is an emphatic YES! As a trusted advisor, you can blaze the trail for your clients. In the past three decades, a relatively low percent […]

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Questions To Ask Aging Parents

by Jennifer Santini June 22, 2015 Estate Planning 101

We are often approached by clients, who have aging parents, to find out the best way to raise the topic of estate planning with their parents. Typically the client is in the process of drafting […]

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Fiduciary Access to Digital Assets

by Jennifer Santini May 26, 2015 Estate Planning 101

The Uniform Law Commission drafted an act to provide fiduciaries with the same access to digital assets as they have had to tangible assets. The Uniform Fiduciary Access to Digital Assets Act (the “Act”) has […]

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Incapacity Planning – The POLST

by Jayne Sykora May 7, 2015 Estate Planning 101

POLST stands for “Provider Orders for Life Sustaining Treatment.” It is a doctor-signed medical order form that communicates a patient’s end-of-life health care wishes to other health care providers during an emergency. Patients with serious […]

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Vacationing Without the Kids??

by Jayne Sykora March 30, 2015 Estate Planning 101

Designation of Standby or Temporary Custodian for your Child So, you and your spouse are finally ready to take that vacation to Mexico – without the kids. The flights are booked, your bags are nearly […]

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Selling Real Estate Out of a Conservatorship

by Jayne Sykora February 23, 2015 Incapacity Planning

Last fall, I covered the basics on conservatorships (see: Conservatorship Basics Part 1 and Part 2). As a review, a conservatorship is needed when an adult individual is impaired to the extent of lacking sufficient […]

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Helping Families Today, Tomorrow & for the Future Generations – Part 2

by Anne Denny December 16, 2014 Guest Articles

Part 1 of Anne’s post focused on the 5 strategies of an effective healthcare directive. This week’s post shares insights regarding the selection of healthcare agent(s). Well-written healthcare directives require more than checking boxes on […]

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