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Estate Planning

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Estate Planning, Health Care, Powers of Attorney, Wills and Trusts
October 20, 2021

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...

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Estate Planning, Health Care, Powers of Attorney
October 19, 2021

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,...

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Estate Planning, Health Care, Powers of Attorney, Wills and Trusts
October 18, 2021

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...

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Asset Protection, Estate Planning, Health Care, Pet Planning, Powers of Attorney, Taxes, Wills and Trusts
October 15, 2021

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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Asset Protection, Estate Planning, Health Care, Powers of Attorney, Wills and Trusts
June 28, 2021

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...

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Estate Planning
June 18, 2021

Whether you get together with your dad in person, virtually, or catch up with him over the phone, part of your conversation can be centered around making sure he is protected.Checking on whether dad has an estate plan or if his estate plan is current is an easy way to start the process of making sure he will be safeguarded in the future. An estate plan goes beyond beneficiary designations and inheritances, and it’s important to make sure your father...

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Estate Planning, Health Care, Powers of Attorney
April 16, 2021

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...

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Estate Planning, Pet Planning
April 9, 2021

April 11th is National Pet Day. The animals in our lives are often considered to be part of our families. They provide companionship and comfort. They have their own unique likes, dislikes and traits and over the time we spend with them we learn how to best take care of them. One of the discussions that can come up with clients is who will take my dog/cat/animal when I am no longer able to? We leave detailed instructions for pet sitters when...

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Estate Planning
March 19, 2021

Saturday marks the beginning of Spring! A time to refresh, begin new projects, refocus on existing projects, and get organized. As the saying goes, “out with the old and in with the new” and that can apply to estate planning too. We focus on cleaning the house and getting everything in order before summer, but it is also a great time to assess your estate plan. While housekeeping, you can review your important papers (both financial and legal) to see what...

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Estate Planning, Health Care, Powers of Attorney, Wills and Trusts
February 2, 2021

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...

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