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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...

June is popular for weddings, which is appropriate as the month is named after Juno, the goddess of marriage, family, and home. And, with all that goes into planning a wedding it’s not surprising a topic like estate planning isn’t high on the list for the soon-to-be newlyweds. But it is something that should be considered when entering a marriage, especially if it is a second marriage and you’re blending families. One of the first things you may do is set...

April 16th is designated as National Healthcare Decisions Day (NHDD) to highlight the importance of advanced health care decision making. Making healthcare decisions *before* an actual medical emergency is critical. It means those taking care of you – both your loved ones and medical professionals – can make informed decisions about your care, following your guidance and wishes along the way. We have been supporting our clients’ healthcare wishes for more than ten years by providing comprehensive estate plans that include...

Happy Groundhog's Day! When you think of Groundhog's Day you may think of Punxsutawney Phil who checks for his shadow each year to forecast changes of the season. Or you may think of Bill Murray reliving the same day over and over. For some of us, there may be moments in our lives where we also feel like we are stuck reliving the same day (hello 2020).  However, the truth is, change happens. And some changes in our lives trigger the need...

If you read our last post on the different things that can go into an estate plan, you may have thought to yourself, “I had a basic will and powers of attorney drawn up years ago, I’m all covered” and went about your day. But, if that is the case, ask yourself has anything changed in your life since you have made your plan? A follow up question is, will the plan still work?  For your estate plan to work properly it...