Terminal Illness:  What Compassion Looks Like in Estate Planning

We love it when we have relationships with our clients that last for decades. There are times, however, when life changes spark an understanding of the importance of certain things including Estate Planning. Either way, it frequently happens that we arrive at a time...

The Property Sisters: Share Your Story – A Priceless Gift, Just in Time for the Holidays

Your life story is priceless. So why not tell it through a Legacy Letter, a collection of stories that made you who you are and taught you what you believe. ShareMyLegacy.com is a program created by Eileen to help you easily write your Legacy Letter. It captures your...
To Spring or Not to Spring?

To Spring or Not to Spring?

Springing Financial Powers of Attorney Estate planning is about more than preparing for the inevitable. A good estate plan should also consider the unexpected. Your plan may have detailed instructions for what happens when you are no longer around, but what if...

How to ensure your well-meaning gift is a lucky blessing (instead of a curse)

Using a Standby Supplemental Needs Trust to Protect Your Loved Ones We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When planning for the future, it is...

Is Your Client’s Well-Meaning Gift a Lucky Blessing (or a Curse)?

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients plan for the future, it is also important to consider what will happen just in...