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Incapacity and Financial Powers of Attorney

Posted on 11/24/2013

Have you ever thought about what would happen to your real estate, bank accounts, investments and other property (your “stuff”) if you could not take care of them because of your mental disability due to an accident, illness or injury? …

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Essential Estate Planning Documents

Posted on 11/17/2013

It has been a couple of years since I have discussed estate planning basics. Today’s column will be a refresher course. You may think of estate planning as only death planning. However, estate planning also includes lifetime planning in the …

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How To Select an Estate Planning Attorney

Posted on 11/10/2013

Finding the right attorney to plan your estate can be a significant challenge. It may be the first contact that you will ever have with an attorney. What qualities should you look for in an estate planning attorney? Do not …

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Nov Savvy Financial Moves at Fifty

Posted on 11/01/2013

When you reach fifty, if you are like many others your age, you look at things a little differently. You are now on the downside of life. You likely have more years behind you than ahead of you. Retirement, which …

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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.