Blog
Make your Estate Plan About Values
It’s easy to see, when creating an estate plan, how important it is to protect and pass on your assets, but a good estate planner knows that a will or a trust is not all about assets. In fact, for all of the technical and financial language you may find in your will...
Handing Over the Keys to the Kingdom
It goes without saying that nobody wants to give up control of their finances and put themselves at the mercy of someone else’s decisions; which is why most people spend hours and hours considering who to name as their agent when they sign a power of attorney. But...
The Family That Plans Together Saves Together
According to the New York Times, “an estimated 38 million Americans provide care to an aging relative.” With numbers like this you would think this would be a frequent topic of conversation within families, but this is rarely the case. Unfortunately, because we tend...
The Question of Competence
One of the things estate planning attorneys have to deal with in their line of work (most often with elderly clients) is the question of whether or not a client is competent to sign their legal documents. Every principal (or person executing the documents) must be...
Living in a Digital World
Do you have an e-mail account? Do you participate in Facebook or other Social Networking sites? Do you do any of your banking, bill paying or investing online? If you answered yes to any of these questions then you might want to think about this next question... what...
What Does “Do Not Resuscitate” Mean to You?
Everybody seems to know (from popular TV shows, if nothing else) that DNR means “Do Not Resuscitate”, but do you know what “Do Not Resuscitate” means in your own personal healthcare directive or living will? Too often, when talking with clients about the healthcare...
Your Estate Is Ready For The Kids, But Are The Kids Ready For Your Estate?
Many parents spend a lot of time and money ensuring that their estate will go to their children exactly when and how they want it to; they work with the best advisors to create a plan that will transfer their assets as smoothly as possible to their children and...
The Importance of Being Earnest
Do you have a will or a trust? Has your will or trust been reviewed or updated in the past 3-5 years? If you answered yes to these questions then you are two steps ahead of 2/3 of the rest of Americans. But the next question is the big one: Does your family or...
Your Will May Be a Ticking Time Bomb
The recent repeal of the estate tax is having unintended consequences for responsible husbands and wives who already had a will or trust in place to protect their spouse and family—instead of protecting them, that existing will could now end up leaving surviving...
Where Can Seniors Find “Home Sweet Home”?
Where you live is a defining aspect of your character throughout your life. Your “hometown” often plays a large part in the formation of your character; as adults we decorate our homes to reflect our interests, hobbies and loves; and the neighborhoods in which we...
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