Estate Planning
COVID-19 Estate Planning: A Journey, Not a Destination
Estate Planning is a Journey, Not a Destination, Especially During COVID-19 A lot of people are contacting me because they are scared of COVID-19 and want to be prepared just in case. They come because they know they should act responsibly, but the problem that has kept them from making an appointment before continues to…
READ MORE →Coronavirus (COVID-19) and Estate Planning 2020
In the last few years various polls have proven that at least half of our population does not have any kind of estate planning in place. Reasons range from being misinformed to just not wanting to deal with thoughts about death. Totally reasonable. Except, and forgive my bluntness, people die every day even when the…
READ MORE →Guest Post: Relocating Your Elderly Loved One
Providing care to our parents as they age and then in the final stages of their lives looks a lot different than it did in the past. That’s because shared living (when two or more adults who are not romantically involved live together) is on the upswing. “Adults who live in someone else’s household typically…
READ MORE →Guest Post: Financial Mistakes to Help Seniors Avoid After the Death of their Spouse
Seniors who have lost their spouses are going through the process of grieving, but life around them continues to move forward. As nice as it would be for them to focus on adjusting to life without their spouse by their side, there are various financial matters they must face. During such an emotionally charged time,…
READ MORE →Best Places to Keep Real Estate Deeds
Real estate deeds (a.k.a. title or house deeds) are written legal documents that show who owns a certain property. A real estate deed records a chain of ownership – it is used to transfer a property from one owner to another. A real estate deed in your name proves that you hold legal ownership of the…
READ MORE →Breast Cancer & Legacy Planning
It’s Breast Cancer Awareness Month and thankfully we have made a lot of solid progress towards saving the lives. In general, the prognosis for most women diagnosed with Breast Cancer has improved greatly. Let’s pause and celebrate that, keeping in mind that no one should rest on progress — THE FIGHT CONTINUES. Anyone over the…
READ MORE →National Estate Planning Awareness Week 2021
You may have heard me say more than once that an estimated 56 percent of Americans do not have an estate plan in place, making estate planning “a critically overlooked component of financial wellness.” In hopes of raising awareness, Estate Planning Awareness Week was created to educate the public about the importance of estate planning…
READ MORE →The Opioid Epidemic: Using Targeted Trusts
The Opiod Epidemic is back in the news, and is still far reaching in our communities across the country as ever. Every day, more than 115 people in the United States die after overdosing on opioids according to the National Institute on Drug Abuse. In 2016, more Americans died due to opioid overdoses than car…
READ MORE →Why Unmarried Couples Need Estate Planning the Most
If you have ever watched Judge Judy on TV, you may have heard the iconic judge tell couples who have been living together “without the benefit of marriage” that courts are not designed to handle the legal ramifications of “setting up shop” together. Yet it is happening more and more. For many reasons, older couples…
READ MORE →Who Knew? August is Make a Will Month!
Estate Planning is really legacy planning. How would you like to leave your mark on your family — maybe even your community? This is your chance to decide instead of having state and/or government law decide for you.
READ MORE →How Fathers Shape Estate Planning for the Family
Great dads have a vision and goals for their loved ones and a basic plan for how to get them to reach these goals. I believe part of this responsibility is having a legacy plan that takes care of those whom you love even after you are gone.
READ MORE →10 Non-Financial Estate Planning Issues to Consider
Here are 10 important topics to consider when estate planning — good conversations to have with your spouse (if you have one). I am happy to help you navigate these choices — call for more information.
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