New Year, New Goals, New Plan If you find yourself making the same old resolutions this year and want to focus on something with a greater purpose, how about an estate plan to ensure that your family isn’t left with a hefty burden due to your disability or death? One […]
When creating an estate plan, there are many options available to you that will help ensure all your assets are protected: a designated executor, Power of Attorney, Health Care proxies, revocable trust, life insurance, and so the list goes on. Once your plan is complete and all documents are in […]
We want to control our assets for as long as we are able. When the time comes to turn that control over, we want someone we trust to oversee and manage our affairs according to our wishes. Ideally, this process would take place as efficiently as possible, with little to […]
A good estate plan is comprised of five key elements: Will, Trust(s), Power of Attorney, Health Care or Medical Directive and Beneficiary Designation. Will A will is a legally binding document that directs who will receive your property and assets after your death. It names an executor – the person […]
Your estate is comprised of everything you own— your home, car, checking and savings accounts, 401ks, pensions, retirement accounts, investments, life insurance, furniture, copyrights, intellectual property, personal possessions and the list goes on. So, what happens to all of it should you become disabled or when you die? It is […]
Sometimes, we are our own worst enemy. Parents worry that about have minors receive an inheritance and think that giving the money to adult, such as an aunt or uncle, to manage for the child, is the solution. Wrong! It just creates problems. Here is the most recent scenario: a […]
If you know what your parents' wishes are when they are hospitalized, you will experience a lot less stress. I had a client call me to get support when his father was hospitalized unexpectedly. His Read More...
As you probably know, Congress avoided the so-called fiscal cliff by passing – at the 11th hour – the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), signed into law by the President on January 2, 2013. The 2012 Tax Act makes several important revisions to the tax Read More...