There are many things in life we need to do but often struggle to complete. It’s not that these things aren’t important – life just gets in the way sometimes. One of the important tasks that we tend to put off is completing our estate plan. Reasons for procrastinating There are many reasons people delay...
With new year fast approaching, now is a good time to review your estate plan to make sure it still reflects your values and wishes. The following are important items to reflect on as you create your year-end to-do list. Estate planning checklist Make sure the funding of your revocable trust is complete. This re-titling...
The loss of a loved one is one of the most difficult things to go through in life. After the grief subsides, deciding if the person’s estate must be probated is confusing, time consuming and expensive. Avoiding probate will move the estate distribution much faster to the heirs, so many often wonder if probate is...
When thinking about where to store your important legal documents, a lot of people’s first thoughts are, “I’ll put them in my safe deposit box!” Though that is a good place to safely store some items, safe deposit boxes are not usually a good place for your legal documents. Safe deposit boxes are only accessible...
Whether you are new to Medicare or have received benefits before, it is important to understand and take advantage of the Open Enrollment period to make changes for your 2022 coverage. If you are already enrolled in Original Medicare, a Medicare Advantage Plan or Medicare Part D and do not want to make any changes...
We sometimes view estate planning as a one and done proposition. Keep in mind, our lives change and so must our plans. If it has been several years or more since you have signed your estate planning documents, then it is possible that the plan won’t achieve your goals. Periodically reviewing your plan with an...
In most families, parents choose to leave their estate equally to their children. But sometimes, parents intentionally choose to disinherit a child and cut them out of their estate completely. You may have, what you believe to be legitimate reason to do this: one child is more financially successful than the others; not wanting a...
Trusts can be great estate planning tools to protect assets, avoiding probate, saving legal costs and a whole host of other reasons. But did you know many Trusts fail? This is probably not something you want to hear after the time, effort, and expense you put into creating the Trust. But it’s true. Trusts can...
Imagine for a moment a parent who has cared for you, was the best teacher you ever had in life, was an example as to how to be a spouse/parent to your own family, was self-reliant and never asked for any help. Today she cannot take care of herself or even recognize who you are. ...
World Elder Abuse Awareness Day is June 15th, so let’s talk about financial abuse against aging individuals – an issue that costs this population billions of dollars every year. Common types of Scams Targeting the Aging Population Technical Scams Along with the pandemic and resulting quarantine, members of our aging population have been isolated more...
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