August is Make-A-Will Month

I’ve found that some younger Americans assume wills are for older adults with sizable estates. But the truth is that adults of all ages and income levels should have a will. Here’s why it matters, even if you’re younger and just getting started: You get to decide what happens to your stuff – Even if you don’t own a house or …

Estate Planning for the Sandwich Generation

I wanted to share some thoughts that might resonate if you’re part of what’s often called the “sandwich generation” — those of us balancing the care of both children and aging parents. Supporting Everyone, Now and Later. With so many people depending on you, it’s worth considering how your estate plan could help protect assets for both generations. Some families explore …

Estate Planning 101 Presentation – August 28 and 29, 2023

You planned for a babysitter.  You prepared 100 pages of instructions for the babysitter.  You went to dinner at a restaurant and the first thing you did was to call home and ask how things were going.  What kind of planning have you done for when you are deceased and can not call home to ask how things are going? Estate Planning 101 presentation by Charles E. Dorwart at …