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Plan While You Can

Posted on 11/26/2017

Would you agree that you have more options now while you are alive and well, than after you’re dead? Would you also agree that you have more options now when you are alive and well, than after you are mentally …

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When Should I Give Up Control?

Posted on 11/19/2017

I am now in my tenth year of writing the weekly column Planning Matters for the Times Herald. If you include the Savvy magazine columns, I’ve had over 500 columns published. I am always looking for estate planning, elder law, …

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More Estate Planning Questions

Posted on 11/12/2017

On a daily basis in our office, we get a lot of estate planning questions because of all the estate planning that we do. In this column, I like to periodically cover the questions we get. Today, we are going …

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How to Pay Off Your Credit Card Debt

Posted on 11/05/2017

The average U.S. household has $5,700 in credit card debt according to the researchers at ValuePenguin. The researchers also found that the average credit card debt for balance-carrying households is $16,048. That’s more than a quarter of the annual median …

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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.