Getting This Started

I would like this blog to be a resource for people who are thinking about estate planning, settling an estate, dealing with aging family members or are themselves aging. Sometimes I will post things that are more personal in nature – things I learned after my mother died.  Other times, I will add things that I learned from my estate planning work or my reading.  It may also include random things about how to deal with grief or links to other people’s articles or posts that I think may be helpful to others. 

This blog is meant to be my own personal thoughts, opinions, and suggestions or considerations.  

Every situation is different and while this blog is based on my work and personal experience in this space, it is not meant to be the gospel. It is not meant to answer all your questions or substitute for advice from an attorney, accountant, tax advisor or financial advisor. Those professions and the people in them are licensed by the state. 

When you engage with them, they will give you their best advice within the confines of the law and their expert professional opinion based on your specific situation.

I’m happy to respond to genuine questions and comments; but please note that I am very likely to defer to the professional advice you have been given. All that being said, I hope you find some use from this blog for whatever reasons you are reading my words.