Estate Planning for Snowbirds Who Have Homes in Multiple States

Tom Dove and Nancy Turtle married, made their home in Minnesota and raised children. As time went on, they grew tired of the long winters and began to dream of warmer climates. After their children graduated from college, Tom and Nancy purchased a condo in Arizona. Thus, the Doves became snowbirds.

By: Patrick Boley LL.M.  Date: February 13, 2024

Rights and Responsibilities for a Guardian or Conservator

Whether due to aging, disability, or some other unique circumstance, if a loved one starts to experience difficulty in taking care of themselves, the conversation family members often have surrounds whether one has the legal authority to act for the person who needs additional assistance, whether in their daily living, finances or otherwise.

By: Jade Klemmensen  Date: February 6, 2024

Charitable Giving Considerations

As we approach the end of the year, we give thanks for our blessings and consider again how to make a positive difference.  Research confirms that generosity is its own rewar

By: Patrick Boley LL.M.  Date: December 11, 2023

The Fundamental Reasons for Estate Planning During National Estate Planning Awareness Month

National Estate Planning Awareness Month this October serves as a helpful reminder of the importance of having an estate plan in place. An estate plan includes premeditated decisions about things that you wouldn’t ordinarily think of without going through the process of planning. There are many benefits in having an estate plan in plac

By: Jade Klemmensen  Date: October 26, 2023

A Millennial Perspective on Estate Planning

There’s no doubt that rapid advances in technology, social and political tensions, and the shift in trends of social media and digital workforces through the pandemic have not only changed the way we work and live through a production lens but have also shined a light on the beginnings of a massive shift of generations…

By: Jade Klemmensen  Date: October 18, 2023

Should I Serve as a Trustee?

You may have been asked at one point or another to serve as a trustee for a friend of family members’ trus

By: Jade Klemmensen  Date: September 5, 2023

Estate Planning for the Blended Family

Here’s the story of a lovely lady who was bringing up three very lovely girls… Many of us know the rest of this ditty, and probably have the tune in our head right now. The Brady Bunch was an iconic show which portrayed the joys and the struggles associated with a blended fam

August 3, 2023

Actively Addressing Life’s Major Events

Life is full of significant events. Estate planning can provide peace of mind and help your family through a number of important milestones. Birth of a child As we’ve often observed, most people tend to think of estate planning as only something the elderly need to think abou

February 23, 2023