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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, 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, 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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Estate Planning, Powers of Attorney, Wills and Trusts
January 13, 2021

As we ring in a new year it is a common time to take stock on what was accomplished over the previous year. Looking back at 2020, it is definitely a year to focus on your “wins” and what you were able to make happen. Maybe you picked up new hobbies, learned new skills, or worked on projects that you previously put off. Hopefully, you were able to find a balance in your life and a way to remain connected...

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Estate Planning, Powers of Attorney, Wills and Trusts
October 22, 2020

Proper funding is an essential step in the estate planning process. Funding is designating beneficiaries on your accounts and policies, as well as transferring assets into the name of your trust.  Making sure you have your funding complete means your estate plan will work how you intend it to.  Naming beneficiaries on your account can help ensure who receives your assets. If you have no listed beneficiary, then the state controls who gains possession of your assets. For some, this would be...

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Estate Planning, Health Care, Powers of Attorney, Wills and Trusts
October 21, 2020

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...

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Estate Planning, Health Care, Powers of Attorney, Wills and Trusts
October 19, 2020

The third week of October has been designated by Congress as National Estate Planning Awareness Week. The goal for this week is to highlight the importance of estate planning and how planning can benefit you.  The Resolution by Congress noted "the implementation of an estate plan starts with sound education and planning," and then the drafting of legal documents.  Our office couldn't agree more, and we are dedicating this week to articles, quick posts to think about, and a webinar on our...

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Estate Planning, Health Care, Powers of Attorney
August 24, 2020

Schools across the United States are preparing plans on the safest ways to welcome back students for the 2020-21 year. Elementary through High Schools are figuring out whether remote, in-person, or some hybrid makes the most sense for their districts. Meanwhile, some universities have begun to permit their students to move back to campus and for parents all around this can be a nerve-wracking time. Under “normal” circumstances for those of you who are parents of college students, you would likely...

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