by Christine | Jan 4, 2016 | Advanced Health Care Directive, Baby Boomers, Durable Power of Attorney For Finances, Estate Planning, Financial Planning, Living Trust, Trusts, Wills |
We plan everything that we enjoy: vacations, holiday gift lists and parties. But planning for our senior years, which usually begins with retirement and ends at death, is something most people loathe to do. Planning for this stage of life can make the good...
by Christine | Jan 2, 2016 | Advanced Health Care Directive, Durable Power of Attorney For Finances, Estate Planning, Guardianships, Living Trust, Trusts, Wills |
Whether you are a media mogul or a hardworking family with a single bank account, making time to ensure that your estate planning is done is important to protecting your family. The only way to make sure that your wishes are carried out after your death is to have the...
by Christine | Dec 1, 2015 | Advanced Health Care Directive, Conservatorships, Dementia, Durable Power of Attorney For Finances, Estate Plan, Estate Planning, Living Trust, Trusts, Wills |
One of the greatest blessings of the holiday season is gathering with friends and loved ones that we don't normally see throughout the year. For some that means visiting with aunts, uncles, cousins and friends over a lively Thanksgiving dinner. For...
by Christine | Aug 28, 2015 | Advanced Health Care Directive, College Planning, Durable Power of Attorney For Finances, Estate Planning, Wills |
Unless you have the proper legal documents in place, once your child turns 18, you no longer have access to their health information or academic information and most importantly, you do not have the legal right to make medical decisions on their behalf. Preparing...
by Christine | Jul 23, 2015 | Advanced Health Care Directive, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Living Trust, Trusts, Wills |
Ensuring that your assets are passed on to heirs in a way that you wish is not always easy because of the many options available and the fact that the tax laws are always changing. While certain facts are relatively fixed – i.e., beneficiary designations on life...
by Christine | Apr 6, 2015 | Asset Protection, Divorce, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, Individual Retirement Accounts (IRA), Living Trust, Probate, Trusts, Wills |
Failure to do so — or to alert all relevant parties to the changes — could result in certain assets and benefits unintentionally going to your former spouse or his or her family upon your death. A MarketWatch article, titled “Just divorced? Don’t forget to separate...
