If you’re like most people, you aren’t eager to spend time thinking about what would happen if you became unable to direct your own medical care because of illness, an accident, or advanced age. However, if you don’t do at least a little bit of planning — writing down your wishes about the kinds of […]
Senior Citizen Caregiving 101: Things I wish I’d known
I was my 95 year old Mom's caregiver for the last 5 years of her life. During this time, I learned about senior citizen caregiving mostly on my own with my Mom's careful and loving guidance. The things I most wish I'd known before starting down this caregiver path were begging to be documented, ... READ the POST
5 Reasons You Need a Will in 2020
A Will is essential for just about everyone. Fortunately, making a legally binding Last Will and Testament is not nearly as complicated as most people believe it to be. Having a Will can help spare your loved ones from a lengthy ordeal with state probate courts, who will then decide how to ... READ the POST
Estate Planning for Young Families
It’s a tough conversation for any parent to have: Do you know what would happen to your kids if you were to pass away? Who would be their primary caretaker? Would they have enough money for necessities, let alone college? The questions are numerous, and the answers aren’t easy. The topic is so ... READ the POST
Are Safe Deposit Boxes Safe? Nope, They Aren’t!
You may have seen the recent New York Times article about Philip Poniz. He had stored his entire collection of rare watches in a Wells Fargo safe deposit box. They were his retirement plan. When he recently went to retrieve them, the box was empty. It’s a great article! The big ... READ the POST
Incapacity Planning – What is It, Who Needs It, and Why?
Your Guide to Better Incapacity Protection in Your Estate Plan There’s no one-size-fits-all estate plan, but any robust one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the ... READ the POST
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