Blog: Blog
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Testate Vs. Intestate Probate

Estate Planning
The period following the death of an individual can be highly stressful and difficult to navigate, particularly regarding their estate planning documents. This is largely due to the legal complexities surrounding an indi...
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Medicare/Medicaid Estate Planning

Estate Planning
When planning for an elderly loved one’s care and estate, one of the most important aspects to consider is a holistic financial perspective. Especially when long-term care is involved, the use of creative and effec...
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Boeing Retirement And Estate Planning

Estate Planning, Retirement
Estate planning sounds intimidating, but it is an important step for each person to take to ensure that their assets are managed and passed on according to their wishes.  Employees and retirees enrolled in Boeing re...
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Cryptocurrency And Your Estate Plan

Estate Planning
There are several types of cryptocurrencies that are commonly used today including Bitcoin, Ethereum, Solana, Polkadot, and Dogecoin to name a few. For those who use cryptocurrency for transactions or as part of their in...
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What Is a Living Will?

Estate Planning
A living will is more commonly referred to as a “healthcare directive,” The main difference between a last will vs. a living will is that while a last will disposes of property after the decedent passes away,...
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What Type of Property Is Subject to a Last Will and Testament?

Estate Planning
Some types of property pass through a will, while others pass automatically upon death. The term “probate asset” describes a person’s property that will pass by their will. This typically includes prope...
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Who Makes Decisions for Me When I Am Incapacitated?

Power of Attorney, Estate Planning
A living will does not determine who is authorized to make decisions for you when you are unconscious or otherwise incapacitated. In addition to a living will, you should consider having an attorney draft a durable power...
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What Is a Last Will and Testament?

Estate Planning
A Last Will is what most people think of when they hear the word “will.” In the estate planning context, a will is a legal document that describes how a person’s property will be disposed of after their...
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Understanding Estate Planning

Estate Planning
Estate planning is the act of managing your assets to bequeath to heirs upon your incapacitation or death. Most people have an estate, whether big or small and deciding on the best way to bestow those assets in the most ...
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When should I get a Will?

Estate Planning
Many potential clients ask us, when should I get my will done? The answer to this question is NOW!  Over the next few weeks we will discuss the reasons having a will is important at various stages of life. How the...
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