Your 5 Task Year-End Estate Planning To-Do List

2019 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is Up To Date Will or

2018-12-17T14:50:14-08:00December 17th, 2018|Tags: , , , , |

Ensuring Your College-Age Children are Prepared for an Emergency

Many of our clients and their children and grandchildren are gearing up for back-to-school.  My wife is an elementary school teacher and my daughter will be a second grader, so there’s a lot of excitement and back-to-school shopping going on in many households. One of the biggest motivators for parents to talk to us about estate

HIPAA and Misinterpretation of the Law

One of the components of the comprehensive estate plans we establish for our clients is a HIPAA authorization. This form allows our clients to name trusted loved ones or professional advisors to have access to their otherwise-confidential records. I found this New York Times article regarding HIPAA authorizations interesting. It discusses how many institutions have incorrectly

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