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Life is unpredictable, and planning for potential incapacity due to illness or injury is often overlooked. Healthcare Directives are crucial for ensuring your medical preferences are honored when you can't communicate them. This blog will delve into their significance and why you should consider incorporating them into your estate plan. Understanding Healthcare Directives Healthcare Directives allow you to outline your medical preferences. These directives generally include a Healthcare Power of Attorney to designate an Agent for you. This individual makes medical decisions...

In honor of World Alzheimer’s Day, we would like to share some history and spread awareness on this important topic. Alzheimer’s is a disease that affects many people, including those who have the disease and their loved ones.  Alzheimer’s is a form of dementia which negatively affects memory and the ability to function daily. The disease itself was named after the German psychiatrist, Alois Alzheimer, who first identified it while treating a patient in 1901. Later in 1984, Alzheimer Disease International...

Rainy days are nice to catch up on things you put off or to enjoy doing absolutely nothing.  They can be great days to relax and refresh, and gather all the miscellaneous tasks you never seem to get to.  There are some tasks that should not be held off for those rainy days, tasks that are too important to put on hold. Planning for you and your family’s future is not something that can wait to be done. By planning now,...

Happy World Health Day, a day where we celebrate the founding of the World Health Organization and raise global health awareness. Our firm recognizes the importance of creating an estate plan that includes documents regarding client healthcare powers and the decisions they would make in the event of a medical emergency. Having up-to-date versions of these documents could be crucial to getting the care you want. So, what are these documents? A Healthcare Power of Attorney names the people (your “agents”) you...

The meaning of National I’m in Control Day is all about taking command of your own life. To put yourself back in the driver’s seat, no matter how big or small the project. An easy way to begin is by making a list of all the things you want to take control of or accomplish. You can include things as simple as cleaning out a closet in your home, or as big as planning for your future. One of the bigger...

As Estate Planning Awareness Week comes to a close, we would like to show how proactively working with estate planning professionals can be beneficial to the elderly community. A common response from clients is that they want to be in control, and as you age various factors can threaten that ability. However, our planning focuses on this issue and our process can help you remain in control as you transition throughout the various stages of your life.  For those of you who are...

As we have been emphasizing for Estate Planning Awareness Week, estate plans can benefit everyone. For adults who either are just starting their professional career to those who haven’t yet reached retirement, having a plan in place can offer various protections and can help give you peace of mind. For those just starting to build their nest eggs, a plan can still provide crucial elements, even if you think you don’t have “enough” assets to plan for yet. For instance, having...

This year for Estate Planning Awareness Week we are looking at how creating an estate plan that works can be beneficial to you no matter what stage of life you are in. It is a common misconception that you don’t need a plan until you are in retirement, or after, but there are advantages for all ages, including young adults as well. For those of you, or your children, who recently turned eighteen, an entire estate plan may not be necessary,...

October 18th through October 24th is Estate Planning Awareness Week. The aim of this week is to show the importance of estate planning and how it can benefit you. According to the annual caring.com survey[1], younger adults in the 18-34 age range are now more likely than those 35-54 years old to have an estate plan in place.  However, it remains that only 1 out of every 3 individuals have a will or some kind of plan in place offering...

www.keeping control-book.com There are many reasons to read a book; to learn something new, for relaxation, or to be entertained by a good story. In our house, reading has become a family activity with nighttime stories and multiple trips to bookstores to purchase every book in the series. Even requiring me to build more bookshelves! It’s easy to explain why we read books, but what about writing a book? Earlier this year I decided to write a book to help encourage...

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