Sometimes It Seems Like Procrastination Is Our National Pastime We often add tasks to our to-do-lists, then ignore them. If you’ve been putting off putting together a plan to handle your estate, you’re not alone. Well, National Estate Planning Awareness Week is the week of October 16. What better time to give your life care…
What Advantages Does A Power Of Attorney Give? It can be confusing knowing which planning documents are needed for what and which are needed, when. The thing is, most documents must be done before you ever need them. It is when you need them, and they are not done or are not done correctly, that…
Digital assets represent a growing portion of Americans’ estates. Fewer than 40 percent of Americans have their estate plans done and even fewer take the time to arrange for their digital assets. Today’s American spends an increasing amount of time and money online leaving behind a path of information that could be very valuable. Including…
Sure It’s Hot, But What A Bargain! If you are an avid golfer but the price tag of hitting the links limits your play when the weather is cool and beautiful, you can play to your heart’s content on far less when the mercury hits 100+ degrees. With Father’s Day coming up, we thought we’d…
Why Do You Need A Protector In A Trust Have you heard the term “trust protector”? Perhaps you have never heard this or maybe you are researching this because someone suggested it to you. Either way, here is an explanation of what a trust protector is, and what its advantages and disadvantages are. If you…
Moving trust from one state to another? Do you need it? The short (and correct) answer, is maybe. Only a qualified estate planning attorney in your new state can tell you for sure. Why? Tax Laws May Be Different Some states have different death taxes and if your old state didn’t deal with the new…
We All Want To Leave Something In This World That Will Be Remembered For Generations When We’re Gone A sense of meaning and purpose becomes even more valuable as we all grow older. Whether you have children or grandchildren, the roads we have taken and the lives we have led can become very important to…
Funeral Pre-Planning Can Be Tricky But It Can Also Be A Wiser Choice Rather Than Waiting Imagine there was only one food store in town. The only time you were allowed to shop there is two days after you ate your last bit of food. Think the store owner could sell you anything he wanted…
Are You Now Or Do You Expect To Help An Elderly Parent Or Relative Manage His Or Her Finances? Have you been given a power of attorney? If you answered yes to any of these questions, you have both legal and ethical obligations in your role as a fiduciary. What are they? As A Fiduciary,…
Divorce Is Never A Happy Subject The emotional impact on a family can take months or even years to heal. Another pain that many do not learn about until it is too late is the potentially dangerous effect of divorce on retirement plans and future problems. Folks over 50 who divorce often experience a loss…