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Blog : Estate Planning

  • End of Life Planning for Loved Ones

    February 16, 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 […]

  • Digital Assets in Estate Planning: The Brave New World of Estate Planning

    February 16, 2022

    “They say that every time a Targaryen is born, the gods toss a coin and the world holds its breath.” – Varys to Jon “The master of coin must be frugal.” —Varys to Eddard Stark Cryptocurrency is almost mainstream, despite its complexity, says Insurance News Net in the article “Westchester County Elder Law Attorney Anthony J. Enea Sheds […]

  • What’s the Difference Between a Life Estate and an Irrevocable Trust?

    February 16, 2022

    What’s the Difference Between a Life Estate and an Irrevocable Trust? Investopedia’s recent article asks “Life Estate vs. Irrevocable Trust: What’s the Difference?” The article explains that a life estate and an irrevocable trust are two different ways to make certain that assets are transferred to the right party. Each of these has advantages and […]

  • Dementia and Advanced Directive

    February 16, 2022

    The Roanoke Times advises in the recent article “What to do in absence of advance directive” to talk to an experienced elder care attorney to coordinate the necessary legal issues, when dementia may be at issue with a parent or other loved one. Next, ask your physician for a geriatric evaluation consultation for your loved […]

  • Creating an Estate Plan for a Child with Special Needs

    February 16, 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 […]

  • Can Retirement be Recession-Proof?

    February 16, 2022

    Can Retirement be Recession-Proof? It was a tough time for people who had just retired, but since that time stocks have rebounded in a spectacular manner. However, says Money in the article “This is the Best Way to Recession-Proof Your Retirement, According to Experts,” it is possible that the long rally may be coming to an end. […]

  • Big Eight: Retirement Mistakes to Avoid

    February 16, 2022

    “You don’t stop laughing when you grow old, you grow old when you stop laughing.” George Bernard Shaw. “Living each day as if it were your last doesn’t mean your last day of retirement on a remote island. It means to live fully, authentically and spontaneously with nothing being held back.” Jack Canfield. During our […]

  • Are You Forgetting this Estate Planning Document?

    February 16, 2022

    Forbes’ recent article, “Two-Thirds Of All Americans Are Missing This Estate Planning Document,” explains that a health care directive is a legal document in which an individual writes down his decisions for caregivers in the event of illness or dementia and makes instructions about end of life decisions. It can also provide guidance on how […]

  • A Love Letter to Your Family

    February 16, 2022

    A Love Letter to Your Family. “A real love letter is made of insight, understanding, and compassion. Otherwise it’s not a love letter. A true love letter can produce a transformation in the other person, and therefore in the world. But before it produces a transformation in the other person, it has to produce a […]

  • A Big Red Binder of Information

    February 16, 2022

    Life happens, when we’re not prepared. A woman is recovering at home from minor surgery when her older sister dies unexpectedly, thousands of miles away. She can’t fly from her home to her sister’s home for weeks. What will happen, asks Considerable in the article “This is the most helpful thing you can do for the […]

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