This is the year for finally establishing a complete estate plan! Part of your complete estate planning could include a trust. Some situations are best handled by a trust, but it’s not the right fit for everyone. In our practice we think it’s really important…
Category: Estate Planning
Complete Estate Planning: Wills
This is the year for finally getting your estate plan done! We know that most adults put off estate planning. The whole thing can seem unnecessary, overwhelming, and expensive. Our aim is to show you that estate planning does not have to complicated, expensive,…
New Year's Resolution: Finally creating a will and powers of attorney!
Let’s make this the year you finally tackle some of those tasks that you’ve been putting off. At the top of your New Year’s resolution list should be your estate plan. Most adults put off estate planning for several reasons: 1) It seems overwhelming…
Make Estate Planning a Part of Your New Year’s Resolutions
It’s unbelievable, but 2019 is almost over. As we approach the new year, it’s time to start thinking about new year’s resolutions. This year it’s time to make estate planning a part of your new year’s resolutions. Like most people, you’ve probably been putting off…
How to Get Your Parents to Talk and Plan
Many adult children saw their parents last week for Thanksgiving. And many of those adult children had not seen their parents in months or even in almost a year. Work and family obligations paired with substantial distance makes it difficult for all of us to…
Hiring a Professional to be Your POA
For most aging adults, family members act as the health care and financial agents. Most of us have a spouse, adult child, sibling or other family member who is able and willing to be our agent(s). More and more frequently, however, we are hearing…
How Often Should You Update Your Documents?
Your estate planning documents should be updated regularly. They are not meant for you to “set it and forget it.” We recommend that everyone follow the following rule of thumb for updating their advance directives: Whenever there is a new decade, death, diagnosis, divorce,…
The Lives of Elder Orphans
By now, many of us have heard of the term “Elder Orphan.” An elder orphan has no adult children, spouse or companion to rely on for company, assistance or input. This growing issue has captured the attention of the news media in the last…
Digital Estate Plans
I’m sure you saw the headlines in February for the sudden death of QuadrigaCX’s CEO Gerald Cotten. He allegedly died with the business’s passwords, meaning that their 115,000 users couldn’t access their accounts that were valued at over $188 million. The time has come…