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Essential Estate Planning Documents

Posted on 07/26/2009

Many people think of estate planning as death planning. However, estate planning also includes lifetime planning which would be making sure that you are taken care of in the event you became incapacitated and also that your property is taken …

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Caregivers In The Home

Posted on 07/19/2009

Mom or Dad are still at home but they can’t take care of themselves. Mom or Dad want to stay in their home. Mom or Dad need assistance but the question is, who is going to give them assistance? It …

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Unraveling the Mysteries of Annuities

Posted on 07/12/2009

You may have invested some of your nest egg in an annuity. Annuities can be useful tools as part of a diversified investment portfolio. However, you may be unaware of the terms and conditions of your annuities, especially when the …

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Keeping Mom & Dad Safe At Home

Posted on 07/05/2009

Mom or Dad still live at home, however you see them slowing down. Mom or Dad can’t get up and down the stairs like they used to. In these situations, you may not think that Mom or Dad is old …

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No Results Yet!

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.