Category: Estate Planning

What to Do When a Spouse Dies

Being prepared for whatever life throws at you is so important. This became glaringly so to me recently as a client of mine suddenly lost her husband. One of the first questions she had for me was what to do when a spouse dies. Isn’t there a checklist? As a result, I hope this will help any of you who may need this or at least prove to be a source of help to which to refer.

PURGE: 5 Things to Get Rid of In Storage Before You Die

I don’t want to sound morbid, but it’s important to broach this topic. Have you thought about what is going to happen to the boxes of untouched items in your attic when you pass? Most people use their basements or

Downsizing? Five Questions to Ask Before You Move

We’re about to enter March, which means graduation season is around the corner. We’ll see another wave of kids enter adulthood and head off to college, leaving some with an empty home and too much space. With fewer bodies living

Plan for your loved ones: Three Estate Planning Actions to Do NOW

February is known as the month of love. The obvious way to celebrate is on Valentine’s Day, when we shower loved ones with gifts and sentimental notes. While this one day is a beautiful way to show affection, this day

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