Putting together an estate plan? If so, consult with an attorney who is knowledgeable and experienced in this area of law. Your initial estate planning meeting will allow you the chance to discuss your family’s financial situation and cover concerns and goals. Preparing ahead of time for this meeting will smooth the way for you […]
Category Archives: Uncategorized
01
Feb
Feb
The year 2018 was rife with natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the U.S. suffered serious natural disasters. These acts of nature devastate life and your family. With the polar vortex already impacting the Midwest and east coast, 2019 will likely prove equally challenging. Create a disaster preparedness plan for your […]
23
Nov
Nov
Part 2 of a 2-Part Series Last week, we started a series about how failure to plan for incapacity could lead to serious consequences. To review that blog, click here. This week, we conclude by discussing how to plan for something you may not have considered, incapacitation. The components of your plan that impact incapacity […]
16
Nov
Nov
Part 1of a 2-Part Series Why Ignoring the Importance of Incapacity Planning Could Lead to Serious Consequences For reasons no one can quite understand or explain, deaths spike during the holidays. Weird, we know. But while we’re on the subject, we might as well address the elephant in the room; despite careful planning, you may […]
01
Aug
Aug
Until recently, senior citizens could be counted on as the population most likely to scorn drug abuse. In fact, the elderly typically stigmatized people who engaged in such activities. However, as Baby Boomers fill senior living facilities, they bring a somewhat looser attitude about drug use and misuse. After all, most hail from the drug […]
What is Hospice Care? Difficult as you may find it, Hospice may be the perfect care solution for your terminally-ill loved one. Hospice Care provides comfort and quality of life for the terminally ill. So, this type of care allows patients to remain at home. Most hospice-care providers understand how to alleviate pain and manage […]
Alzheimer’s is a serious condition which affects millions of Americans. The reason we consider it important to estate planning is because you won’t be able to plan your estate after you succumb. So, the smartest thing to do is plan in advance. No one plans to get sick or become incapacitated. And we hope you […]
Some financial articles insist that a will is not the best way to leave assets to heirs. But why is that? Won’t scribbling something on a napkin work? Wills often lead to long and expensive court proceedings. Countless other more-efficient ways could be used, all of which more effectively pass property to family. Why a […]
What to Do After a Death If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your death to do list, could be long. With tasks ranging from planning the funeral, to coordinating relatives coming in from out of town […]
In estate planning circles, the word “probate” holds the same status as the terms “disease” or “illness” in the medical world. The reason for this reaction — especially with people who have larger than average estates — is because financial planners do their utmost to keep clients’ properties from going to probate whenever possible. Nevertheless, […]