It’s natural to want to avoid thinking about and planning for the worst case scenarios in life. Whether it’s planning for injuries, loss of mental or physical capabilities, or even death—it seems easier to pretend that these problems do not exist and to push them to the back of your mind. It is for this… Read More
An Inventory of Assets is Essential to your Estate Plan
We all have mountains of paperwork we file away each month: bills, retirement account statements, investment statements, life insurance policy value updates. Some of us now also have many accounts online which require passwords and usernames for access instead of paper statements. When someone passes away, finding all the accounts, insurance policies, and necessary information… Read More
Plan To Leave A Legacy
“Leaving a legacy” can mean many different things. A legacy can be your reputation. People often refer to the legacy a president will leave. A president’s legacy would be something he has done for which he will be remembered. We will all leave legacies like this and hopefully we have made choices in our lives… Read More
Help for the Sandwich Generation
The sandwich generation describes many people who are caring for children while also caring for their aging parents. They are literally “sandwiched” in between two generations of family members who are dependent upon them for financial and physical care. It can be financially and physically exhausting to be responsible for loved ones with so many… Read More
What is a Power of Attorney?
Making the decisions about your estate plan can be a daunting task. We are faced with a plethora of uncertainties and questions about our future and what to do about our “stuff.” There are a few documents that a client should consider executing with an attorney to protect their estate. One document called a Power… Read More
What You Can Learn from Michael Jackson….
Choose a Guardian for your Children Michael Jackson died with a will, which is far better than many other celebrities who died far too young. Michael Jackson named his mother to be the guardian of his children. Choosing a guardian for children is one of the most important estate planning decisions a person will make.… Read More
Plan to Leave a Legacy
“Leaving a legacy” can mean many different things. A legacy can be your reputation. People often refer to the legacy a president will leave. A president’s legacy would be something he has done for which he will be remembered. We will all leave legacies like this and hopefully we have made choices in our lives… Read More
What a Will Can and Cannot Do
A Last Will and Testament is a legal document which designates someone to take possession of everything you own when you die. There are different requirements for a valid will in different states but generally speaking the following are typically required: • The Will must be in writing • The signing of the Will must… Read More
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