Estate Plan

6 Reasons Single People Need an Estate Plan

Most people think estate planning is for married couples, but single people need estate plans just as much—if not more. Without a plan, the courts—not you—will decide who manages your finances, who receives your assets, and even who makes medical decisions for you. Whether you are a single professional, divorced, widowed, or a single parent,…

Estate Planning

7 Things Every Couple Needs to Know About Estate Planning

For couples—whether newlyweds, unmarried partners, or those navigating the complexities of prenuptial and postnuptial agreements—estate planning is a crucial but often overlooked aspect of building a life together. Estate planning is more than just financial; it’s about protecting each other and creating clarity during difficult times. Without it, couples may unintentionally leave their loved ones…

Estate Planning

Protecting Your Future with Estate Planning

As we close out 2024 and prepare for 2025, many of us are reflecting on the challenges of the past year and setting goals for the future. For some communities, the upcoming year brings significant uncertainties. I am particularly concerned about the implications for the LGBTQ+ community, immigrants, and women, in light of potential changes…

Paranoia

Paranoia Makes All The Difference

Years ago, in a meeting, a client said to me, “Good grief, Patricia. You must have a PhD in Paranoia.” Another client told me I was a “Little dark storm cloud.”   Well, this is what happens when you don’t let clients get away with DIY solutions, sweeping problems under the rug, or sticking their…