Bite-Sized Bits of Knowledge

Biggest mistakes in estate planning

When it comes to estate planning, mistakes can be expensive. Expensive in terms of time, energy, emotion, dealing with attorneys and court staff and family members you haven't spoken to since Vietnam. Thoughtful planning minimizes this...

Estate planning to keep the money in the family

Thoughtful estate planning often includes accomplishing the objective of ensuring that money and property remains in the family. Consider the scenario where one spouse passes away leaving a spouse and children. The surviving spouse may...

Estate Planning with a Financially Irresponsible Spouse

Estate planning is not the same as thoughtful estate planning. Thoughtful estate planning includes really getting granular on the details. As they say, the devil's in the details. There is no better application than thinking through...

Life insurance in estate planning

Life insurance is important for income replacement, business buy-outs and succession and tax planning. There are many types of policies and a lot of minutiae that makes everyone but lawyers crazy (even the lawyers too). Understanding how...

General Insurance

First and foremost, don't judge the Covid-19 hair. That said, generally, insurance in an important part of everyone's life. Think of it as risk management. You're paying money (called a premium) to an institution to shift the risk from you...

Strengthening files to minimize litigation

There's more to thoughtful and strategic planning than plugging in names and variables. It's a process. There's a lot of moving parts. Remember that planning involves probate, guardianship, estate, gift, income and GST tax, marriage,...

Years of experience to share and teach

It's not good enough to just know the law or even to understand the terrain and landscape surrounding the law. It's critical to be able to communicate and explain the material in a digestible manner. It's critical (to us at least) that our...

Advanced Care Directives 101

Advanced care directives refer to your power of attorney, health care surrogate, and living will. These are documents that are super important for appointing one or more fiduciaries during your lifetime. Power of attorney covers finance,...

The dangers of a business going through probate

Most people fail to realize that their business is another asset grouped together with the rest of their assets. If not titled appropriately, then the business will go through the post-mortem toll booth of probate, and that is definitely...

Knowledge Series

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