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  • Is a Revocable Trust Valuable in Estate Planning?

    February 17, 2022

    “Most of the important things in the world have been accomplished by people who have kept on trying when there seemed to be no hope at all.” Dale Carnegie. “In three words I can sum up everything I’ve learned about life: it goes on.” Robert Frost. Yes a revocable trust is valuable in estate planning. […]

  • Forgot to Update Your Beneficiary Designations? Your Ex Will Be Delighted

    February 17, 2022

    Your will does not control who inherits all your assets when you die. This is something that many people do not know. Instead, many of your assets will pass by beneficiary designations, says Kiplinger in the article “Beneficiary Designations: 5 Critical Mistakes to Avoid.” The beneficiary designation is the form that you fill out, when opening many different […]

  • You Need a Power of Attorney in Your Estate Plan

    February 17, 2022

    A power of attorney is an important legal document that allows a person, known as the principal, to designate a person of their choice to become their agent, acting on their behalf. This is usually done when the principal is unable to manage their financial affairs due to disability, illness or incapacity. It must be […]

  • How Do Trusts Work in Your Estate Plan?

    February 17, 2022

    How Do Trusts Work in Your Estate Plan? A trust can be a useful tool for passing on assets, allowing them to be held by a responsible trustee for beneficiaries. However, determining which type of trust is best for each family’s situation and setting them up so they work with an estate plan, can be […]

  • How The Ancient Ones Handled Their Estate Planning

    February 17, 2022

    “I love money. I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline powered turtleneck sweater. And, of course, I bought some dumb stuff, too.” Steve Martin. “I made my money the old-fashioned way. I was very […]

  • Creating an Estate Plan for a Child with Special Needs

    February 17, 2022

    “As special needs parents we don’t have the power to make life “fair,” but we do have the power to make life joyful.” Anonymous “All kids need is a little help, a little hope, and someone who believes in them” Magic Johnson. Parents want their children to be taken care of after they die. But children with […]

  • Why Do I Need an Estate Plan?

    February 17, 2022

    “Some are sad.And some are glad.And some are very, very bad.Why are they Sad and glad and bad?I do not know.Go ask your dad.” ― Dr. Seuss, One Fish, Two Fish, Red Fish, Blue Fish “A will can save one’s family from being put into a quagmired pit of legal conundrum, in case of death (which may […]

  • End of Life Planning for Loved Ones

    February 17, 2022

    It’s definitely an uncomfortable thing to do. However, making funeral arrangements for yourself eliminates a lot of stress and anxiety for the family members, who are left to guess what you may have wanted. This, says the Leesville Daily Leader in the article “Planning for the end of your life” lets you make the decisions. When considering […]

  • How to Help Your Aging Parents Get Financial Benefits

    February 17, 2022

    If you notice your aging parent is struggling financially, you probably want to pitch in and help. Of course, doing so will mean that less money is available to pay your bills and save for your retirement. Your loved one’s money troubles could create economic stress for you and your children. It would be wonderful […]

  • Estate Planning Documents and Medicaid Planning

    February 17, 2022

    The conversation that you have with an estate planning attorney, for Estate Planning Documents and Medicaid Planning when you are in your thirties with a new house, young children, and many years ahead of you is different than the one you’ll have when you are much older, maybe just before you retire. The estate planning […]

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