Shopping Cart
Your Cart is Empty
Quantity:
Subtotal
Taxes
Shipping
Total
There was an error with PayPalClick here to try again
CelebrateThank you for your business!You should be receiving an order confirmation from Paypal shortly.Exit Shopping Cart

Blog Articles

Blog Articles

Stay tuned for more insight on Estate Planning, Elder Law, Trust Administration, Probate, and related topics.

view:  full / summary

Scams on Senior Citizens to be watchful of

Posted on October 20, 2015 at 12:00 AM

 



Scam artists like to prey on senior adults.  Unfortunately, this has only increased in recent years, rather than decreased.  If ever there is a question about something you have...

Read Full Post »

The problems with do it yourself documents, or downloads.

Posted on September 1, 2015 at 8:00 AM

 

I recently encountered a situation where a family came in extremely upset because a bank wasn’t listening to their directions. In sitting down with them, parents made their own trust, downloaded from legal zoom or a similar site and thought they were in good shape. But now that they are at the point they need the documents to work for them, they are finding that they don’t.

I’ve ...

Read Full Post »

Back to school

Posted on August 22, 2015 at 9:20 PM

 

Every fall we have joyful parents who are ready for their kids to be back in school, and we have sad parents who are saying goodbye to their college children as they travel far away from them.

Regardless of where you fall, there is planning that needs to be done for your children. If you have minor children your will needs to name a guardian to take them in the event of your tragic early death. Y...

Read Full Post »

Pitfalls of Estate Planning #4: Beneficiary Designations

Posted on May 1, 2015 at 11:30 AM

Clients will often ask me why they can't just put their kids on as beneficiaries and avoid having a Will or a Trust?

Certainly, each asset and account needs a beneficiary listed, who that beneficiary is though is important. And to answer the question of why it can't be your kids, we need to look at what your overall goal is. Most individuals want their children to inherit their estate in equal shares. Some individuals add charities, and some add gr...

Read Full Post »

To the Parents of New Graduates

Posted on March 25, 2015 at 10:30 AM

If you have a young adult, they need to sign a Power of Attorney for Health Care to insure that you as the parent can make decisions for them should they not be able to themselves.  

It's that time of year again.  High School seniors everywhere are anxiously awaiting their graduation dates and looking forward to what life has ahead of them.  18 is the magic number to distinguish between a child and a legal adult. But let's face it, they will forever be your child.

A...

Read Full Post »

Pitfalls of Estate Planning 3: Funding your Trusts

Posted on October 13, 2014 at 4:30 PM

Common Pitfall #3, Funding incomplete, or done improperly.


For those out there who already have an Estate Plan put together, let's talk about funding.

Funding is what we use to describe the process of titling all your assets correctly and in conjunction with your Estate Plan. For those with a Trust, this is even more important! The Trust is written on paper, usually a lot of paper, but just paper. It's only as good as what you put into it. Many times we use the b...

Read Full Post »

Pitfalls of Estate Planning 2: Not Updating

Posted on September 3, 2014 at 2:10 PM

UPDATE UPDATE UPDATE UPDATE!!!

An all too common Estate Plan faux pas is not updating.  I love the clients who come in for an update and they pull out their old documents and their now 45 year old child is still going to the neighbor or sibling if something happens to my clients.  We all chuckle over it and get right down to updating, since that plan hasn't been planning correctly for the last 25+ years.  But, at least they came in to finally update it!  


...

Read Full Post »

Pitfalls of Estate Planning 1 Not planning!

Posted on August 19, 2014 at 9:35 AM

Not Estate Planning is a detriment to you and your family!

I've been doing a lot of Estate Plan reviews lately.  Seeing what happens when clients leave my office is always interesting.  Seeing what happens after individuals have left our free seminars is equally as enlightening as it is frustrating.  So what are the common pitfalls that people run into?  We'll be discussing them one at a time. 

 

  1. NOT PLANNING!

 

Read Full Post »

The Mistakes of Joint Ownership

Posted on August 8, 2014 at 2:20 PM

We've been asked a lot about Joint ownership verses Powers of Attorney.  In the event of incapacity many people add a second person to their bank accounts.  "I have my son/daughter on my account with me." or "Why can't I just add my neighbor who helps me out when I need it."  "Why should I get a power of attorney instead, when I can just add a joint owner?"

These are common misconceptions to achieving the goal of getting help if neede...

Read Full Post »

Your Digital Assets

Posted on November 18, 2013 at 2:05 PM

Do you have digital or online assets? If you think about it, you probably have quite a few; online banking, facebook, twitter, you tube, blogs, e-mail (probably several), online crafting. And that's just scratching the surface of today's digital world. Did you know, that almost all of these sites have stipulations not awarding access to these accounts to someone else no matter what. You may have a loved one who is incapacitated or who has passed away and you want pictures from their site, or ...

Read Full Post »

Rss_feed