If you are permanently mentally incapacitated and are on life support, would you like your loved ones to be able to make decisions for you? Would you like to have your loved ones to be able to withhold and withdraw …
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Self-Funding Trusts Can Be Dangerous
You had been meaning to get your estate plan done for years. You finally get up the nerve to call your lawyer’s office to have it drawn up. You walked out of the office with an estate plan in which …
Newlyweds Need Planning Too
You are about to get married or have just been married. Would you like your fiancé or new spouse to be able to make decisions for you if you became mentally incapacitated as a result of an accident or injury? …
Keeping Track of Your Valuables
You have accumulated a lifetime worth of stuff. That stuff could include jewelry, furniture, knick-knacks, collectibles and the like. You may even know what is valuable and what is not. If something happened to you and you weren’t around to …
Is Equal Fair
You have worked hard over your entire lifetime to accumulate what you have. You should be able to give what you have, to whom you want, when you want, the way you want. However, your children may think differently and …
Health Care Powers
I continue to get questions regarding estate planning basics. So I will continue with a discussion about making health care decisions. Have you ever thought about who would make your medical or mental health treatment decisions if you could not …
Do It Yourself Plans & Bad Advice Can Wreak Havoc
If you are like 70% of Americans, you have no formal estate plan. However, you may have attempted to do your own estate planning with joint ownership, beneficiary designations or quit claim deeds after receiving free advice from others. Although …
Do You Need To Update EP
You may have a will, financial and health care powers of attorney and also maybe a trust. You may be wondering how often your estate planning documents should be updated. Or you may question whether your existing estate planning documents …
Making a Graceful Exit
When we come in to this world, we come in with nothing, not even clothes on our backs. However, when we leave this world, we usually have a lot more stuff. If you are like 70% of Americans, you have …
Now What Do We Do With the House
Mom and Dad are now gone, but they left the house. What is going to happen? What do you do? The answer is: “It depends.” But on what? It depends upon how the property is titled. Different titling requires different …