Joyful family portrait featuring smiling parents with their young children.

Who Would Raise Your Kids If You Couldn’t? (What You Don’t Know About the First 72 Hours)

You’ve thought about who would raise your children if something happened to you. But thinking about it and actually naming someone in a legal document are two very different things. If your family doesn’t have an answer in writing, and something unexpected happens to you, a judge who has never met you or your children will make that decision. Here’s what you need to know, and what you can do about it today.

Who Would Raise Your Kids If You Couldn’t? (What You Don’t Know About the First 72 Hours) Read More »

Senior woman in black at a cemetery, grieving by a gravestone with red flowers.

No One Warned Her About the Widow Penalty. Her First Tax Return Did.

When a spouse dies, most surviving partners expect grief. They do not expect a tax bill. The “widow penalty” is a real and largely unrecognized consequence of losing a spouse that can cost a surviving partner thousands of dollars more every year in taxes and Medicare premiums, at the worst possible moment in their life. Here is what it is, who it affects, and what you can do now, while there is still time to plan.

No One Warned Her About the Widow Penalty. Her First Tax Return Did. Read More »

A vibrant display of various sneakers on shelves in a shoe store, showcasing styles and options.

He Sold His Company for $1.2 Billion. He Died Without an Estate Plan.

Tony Hsieh sold Zappos to Amazon for $1.2 billion and built one of the most admired companies in America. When he died at 46 without a will or a trust, his family was left to sort out an estate worth hundreds of millions of dollars. Publicly, slowly, and painfully. What happened next is a lesson everyone who has something to protect should read.

He Sold His Company for $1.2 Billion. He Died Without an Estate Plan. Read More »

Lawyer consulting clients in a modern office setting, serious discussion.

Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me,  an estate planning lawyer, may feel intimidating or even morbid. Take a  deep breath and relax… it doesn’t have to and shouldn’t be that way. Hiring a lawyer to help you make wise decisions for life and death

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A young boy shows distress while sitting alone in a hospital waiting room, head in hands, conveying emotions of anxiety and sadness.

One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear

A Michigan court case shows what happens when a parent dies and no one thought to plan for it. The child had a chronic medical condition, a contentious custody history, and relatives scrambling to get legal authority just to manage her care. The court battle that followed could have gone very differently without years of documented evidence. Here’s what every parent needs to know before something like this happens to their family.

One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear Read More »