Incapacity Planning

Estate Planning Tools for a Beneficiary with a Substance Use Disorder

Estate Planning Tools for a Beneficiary with a Substance Use Disorder

September is National Alcohol & Drug Addiction Recovery Month. In 2017 alone, 19.7 million adults in America experienced a substance use disorder. For people trying to support a family member struggling with addiction, estate planning can be particularly emotional.

HIPAA: An Overview for Young Adults

HIPAA: An Overview for Young Adults

The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and privacy. For minors, this is a non-issue because parents, as legal guardians, have access to their children’s medical information and are the ones making most of the medical decisions, as well as paying the expenses.

Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have

 Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have

As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most important and relatively easy things you can do (and should do) is to select a medical agent and set up your advance healthcare directive.

Writing Your Own Obituary as an Addition to Your Estate Plan

Writing Your Own Obituary as an Addition to Your Estate Plan

An obituary can be much more than just a dry announcement of the time and location of your funeral or memorial service. It can be a way to share your life story, communicating information about significant events and people, as well as important values you would like to impart to others. You do not need to leave this task for grieving family members to do after you pass away: Instead, writing your own obituary can be an important part of your estate planning that you can do today.

Planning during a pandemic

Planning during a pandemic

Hi Anna. Everything happening right now really has me thinking I need to get a simple will done right away, just in case. What do I really need? Can you help me with this?

Hi friends! I’ve received many similar emails, texts, and DMs lately, so don’t feel like you are alone if the events of the past few days have you thinking about your own will and plans for your kids, should the unthinkable happen to you. There are three things I want you to know right now…

Important Estate Planning Considerations for LGBTQ Couples

Important Estate Planning Considerations for LGBTQ Couples

Everyone needs estate planning. Regardless of your age, race, gender, or sexual orientation, properly protecting your future and your loved ones requires a plan. For LGBTQ couples, there are a few things you should consider when thinking about crafting an estate plan. Each couple is unique, and it is our goal to ensure that your personal wishes are carried out and that no one else is dictating what should happen with your money, property, or children.