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Giving the Gift of Life

Posted on 05/24/2009

Over the years, I have had a number of people ask me about how to make an anatomical gift after they are gone. An anatomical gift is a gift of your organs, body parts or your entire body for transplant, …

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How To Select an Estate Planning Attorney

Posted on 05/17/2009

Finding the right attorney to plan your estate can be a significant challenge. Choosing an estate planning attorney may be your first contact that you will ever have with an attorney. What qualities should you look for in an estate …

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Leaving A Legacy is Much More

Posted on 05/10/2009

So you want to stay in control of your property while you are alive and well and provide for you and your loved ones in case of your mental disability. Then after you are gone, you want to give what …

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Medicare Alphabet Soup

Posted on 05/03/2009

If you are over the age of 65, you usually will have a red, white and blue Medicare card. However, do you understand the alphabet soup of Medicare Parts A, B, C and D? The original Medicare, and prior to …

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Legend:

0-15 Level of risk is low.

You have done a very good job of protecting your estate.

16-30 Level of risk is moderate.

You have done a pretty good job of protecting your estate.

31-45 Level of risk in the "dangerous" area.

  • Examine areas where you are weak.
  • Seek advice from competent professionals that you trust.

46+ Level of risk is "severe".

  • Immediately begin a comprehensive examination of your estate planning needs.
  • Develop a step-by-step plan to plan for your disability and to protect your estate.
  • Seek advice from competent professionals that you trust.

Disclaimer

This website is not designed for do-it-yourselfers. The ideas presented herein are for discussion and educational purposes only. The information presented is the opinion of the authors only and DOES NOT create any attorney/client relationship and is not to be relied upon for any specific person or situation. For specific information regarding your needs, concerns, and plan, you must consult with your tax advisor, financial planner and estate planning attorney to discuss your situation and obtain advice.

You should not attempt to implement any of the techniques or ideas presented without competent advice. You would not want to do your own brain surgery, why would you want to do your own estate plan? Check with a qualified Attorney or other professional adviser before you attempt to implement these or any other estate planning techniques. It usually costs more to fix an estate planning problem than it would have cost to do it properly in the first place.

Legal and tax issues frequently change, therefore some material may be affected by changes in the laws regarding wills, trusts, taxes, and other issues, or new interpretations of the law since preparing this material. For that reason, the accuracy and completeness of information and the opinions expressed are not guaranteed. The information in this website may be reproduced, mechanically or electronically, in whole or in part so long as the firm information and copyright data are included in such reproduction.