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 …
Articles
Caregivers In The Home
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 …
Unraveling the Mysteries of Annuities
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 …
Keeping Mom & Dad Safe At Home
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 …
Retirement Plan Distributions
You may have a traditional or rollover IRA or other retirement accounts. The funds that are held inside these retirement accounts have not been taxed and grow (hopefully) income tax free. You are taxed on the retirement funds only when …
I’m A Trustee What Do I Do Now
You may have been named as successor trustee of Mom or Dad’s trust. Do you really know what that entails? Do you know what your obligations are? As a successor trustee, your primary duty is to preserve and protect the …
Medical Decision Making for Young Adult Children
If you have any adult high school or college aged children, they are responsible for making their own medical and mental health care decisions. Children become legal adults at age eighteen when they miraculously gain all the wisdom and insight …
Final Wishes
If you are like most people, you probably have some specific issues regarding the disposal of your remains. You may want to be buried in a coffin, with a burial vault, in the ground, or you may want to be …
Giving the Gift of Life
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, …
How To Select an Estate Planning Attorney
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 …