Estate Planning
Happy Mother’s Day 2017!
It’s almost Mother’s Day and I’ve been reading great stories about moms and their kids. Most of the stories are about moms who have sacrificed and moved mountains both big and small to protect their kiddos of all ages. It is intrinsic as a parent to want to be sure that our kids are healthy,…
READ MORE →Treasure and Trauma: Estate Planning for Families with Hoarders
Hoarding. You can tune in at least once a week and see some of the worst cases in action on TV. What is hoarding you ask? “An extremely complicated mental disorder that generally involves the acquisition of too many items, difficulty getting rid of items, and problems with organization and prioritization,” writes Hannah R. Buchdahl in a…
READ MORE →What Does Scouting Have to Do with Estate Planning?
Scouting Motto: “BE PREPARED” and why BEING PREPARED should not stop when you leave scouting as a young person, but be a life long goal. I am blessed to say that my kids, along with those of some of my co-workers and friends, are involved in scouting. I love scouting because the lessons and experiences…
READ MORE →I Am Moving to a New State: What Happens to My Estate Plan?
If you planned your estate, but are moving from one state to another, check for these major discrepancies in laws and procedures.
READ MORE →Pensions, Beneficiaries, and Rights of Survivorship
When it comes to protecting beneficiaries, financial planning gets detailed. I have a client whose husband spent a good part of his professional career at a “household name” company. He worked hard and made his way up the ladder to a mid-to-upper management level. He was then offered the ability to take part in a pension…
READ MORE →Managing your Digital Footprint: Digital Executors
Have you ever worried about what would happen to your digital footprint if you were to pass away? Who would take care of your email, posts, tweets, blogs, and Snapchats, domains, affiliate sales accounts, music, photographs, games, websites, accounting, banking, investing and even operational online businesses? Would you want your digital accounts to stay “live” as…
READ MORE →DIY Estate Planning: Have You Really Taken Care of Everything?
Just this week I visited a man (let’s call him “Rick”) in the ICU. What started out as a nice spring motorcycle ride with his buddies, turned into a life-threatening accident when Rick suddenly lost control of his bike. He was rushed to the nearest trauma hospital and after a few surgeries, he woke up…
READ MORE →Why Your 18 Year Old Needs a Will
You may have noticed we are pretty passionate about making sure our clients are properly prepared. We like them to get rid of the worry so they can go out and live life to the fullest without concern for “what if?” Some money advisors, including the Wall Street Journal and the New York Planning News,…
READ MORE →Part 2: Death Abroad – What to Do if the Unthinkable Occurs
“PART 2: What to Do in the Event of the Unthinkable,” explains what to do if you are abroad and need assistance because of a death. In Part 1 of this post on Being Prepared to Travel Abroad, we discussed how travel is becoming more typical and how unusual it is for deaths to occur abroad.…
READ MORE →Part 1: Death Abroad – Preparing Ahead to Simplify an Already Stressful Process
“PART 1: What to Do to Prepare for Travel in Case of a Death Abroad” is information to simplify what might be a stressful, upsetting process for those who will be tasked with making arrangements during such a difficult time. We work hard – and more and more these days we reward our families and…
READ MORE →Probate Series (Part 2): 3 Common Ways to Avoid It
As with every aspect of your estate, Seiter Law strongly suggests that you contact an experienced estate attorney to discuss, your assets, the probate process and the laws in your state before trying to limit or avoid probate. That being said, in general these are the most common ways to avoid probate: Joint Tenancy With Right…
READ MORE →Probate Series (Part 1): What is Probate
Probate is a court supervised process that takes place after someone dies. The word “Probate” derives directly from the Latin verb probare, which means to try, test, prove, or examine. It is the first step in the legal process of administering the estate of a deceased person, resolving all claims and distributing the deceased person’s property…
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