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Back to School: Emergency Contacts Lead to Thoughts of Guardianship
August is upon us, the summer is drawing to a close, and the school year is about to begin. For many parents this means it’s time to fill out the beginning of school paperwork again: health, release, and emergency contact forms. Although many parents look upon these forms as a time-consuming necessary evil, they can […]
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Mom Passed Away and I’m Her Executor… Now What?
Dealing with the death of a family member—especially when that family member is a parent—can be fraught with confusion and emotion even under the best of circumstances. Being named as the executor of the deceased’s estate (although often considered an honor) means that you have to have a clearer head and more patience than everyone […]
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A Living Will Is Good For You, Good For The Country
President Obama’s pet project of health care reform seems to have a lot of people worried. His talk of living wills encouraging people to specify their end-of-life wishes in particular are the topics bandied about most often in tense (or downright frightened) conversations. Some people seem to think that the very act of specifying your […]
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So Happy Together…
Many of our clients come to our firm not just for an estate plan, but as part of a larger goal to get serious about their finances and protect their assets and family. An estate plan is a HUGE step toward that goal, but it is only one step. Other steps include being proactive about […]
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Answers to Frequently Asked Questions About Wills and Trusts
It is human nature to want to be as informed as possible before making big decisions, and although we all know how important it is, the decision to create an estate plan is a BIG one. Most people like to do a little research and asking around before putting themselves at the mercy of an […]
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Not All Healthcare Directives Are Created Equal
Google is getting into the healthcare industry. Google recently made it possible for individuals to store their healthcare records online through their Google Health Records Management Service, a move that has met with mixed reviews. Even more recently, Google Health has started offering another, similar, service: storage of your “end-of-life wishes” along with your healthcare […]
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Talking Taxes Now Brings Big Savings Next April
Everyone knows that March and April are tax season, when everybody scrambles to get their taxes done, mailed off, and out of mind for the rest of the year; but according to this article from Reuters the taxes you pay in April can be significantly lower if you take the time to think about them […]
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Sharing the Nest When Adult Children Fly Home
If you have adult children then you know that it’s more than just credit limits and investment accounts that have been affected by the slow economy; companies also are tightening their belts, and people of all ages are finding it harder to get (or keep) jobs. As a result, more and more adult children have […]
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Who Needs An Estate Plan?
The recent unveiling of Michael Jackson’s will has brought up a lot of questions about wills, trusts, and estate planning: Why is his will so short? Does this mean it doesn’t work? Where is all his money going? And then there’s the statement that makes any estate planning attorney shudder in protest: I guess trusts […]
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The Party You Plan But Can’t Attend
Every good will or trust will say something about paying the executor’s “final expenses,” otherwise known as funeral and/or memorial costs. As a small portion of what can sometimes be a very large and intricate document, this “final expense” clause can seem unimportant—but our firm knows better. We know just how important this pre-planning can […]
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