While you may have made plans for your real estate and other physical assets, have you ever thought about… digital assets? If you haven’t, Facebook’s done it for you. These days, we live our lives online. From posts that chronicle your opinions, vacations and days events to photos of friends and family, Facebook is a […]
Questions to Ask Yourself About Choosing a Legal Guardian
Choosing a Legal Guardian can be difficult, and no one wants to think about the possibility that they won’t be able to care for their children someday, but part of planning for the future is making tough decisions for those that depend on you most. Sure, you may be waiting until you’re positive of the […]
3 To-Do’s To Do Today
2015 is a new beginning. Let me help you get it started right! 1. Convert Probate Assets to Non-Probate Assets! Not as complicated as it sounds, especially if you already have a trust. For those who do, you need to retitle your assets into your revocable trust. For those who lack a trust, until you […]
Four Estate Planning Steps That Spell “Love”
It may not sound like the most romantic gesture ever, but planning your estate can be more valuable to your loved ones than any box of chocolates or steak dinner ever could be. That’s because, when you take easy, important steps in the estate planning process, you’re not only preparing for your own financial future, […]
5 Frequently Asked Questions about Medical Power of Attorney
When it comes to preparing for the future, your ongoing healthcare is a big part of that plan. That’s why it’s important to understand medical power of attorney – what it is, why you may need it and what it means to your future medical needs. These five questions will give you a basic understanding […]
5 Things You Should Know About Your Will
If you don’t have a will in place, now is the best time to start planning. Creating a will is one of those tasks that everyone knows they should do, but one that often gets put off. If you’re brand new to the concept of estate planning, there are a few things you should know […]
4 Estate Planning Resolutions You Can Make in 2015
It’s that time of year again; and while you’re resolving to lose weight, exercise more or break that annoying habit, why not throw a few resolutions toward your estate and retirement? Here are a few ways you can take the first steps toward a stronger financial future this year. Create a will: Did you know […]
Mail and Internet Scammers Prey on the Elderly
One of my past clients stopped by yesterday eager to share with me a letter she had received in the mail promising her a fortune if she just provided her identification and a nominal processing fee. The letter was formal and official-looking. It included logos, rubber stamps, random identification numbers, and other details all designed […]
A Prudent Trustee
Who is a prudent person? What is a prudent person? Are you prudent? It’s not the most commonly-used word, but if you’re ever appointed as a trustee or executor, you’re going to learn the definition pretty quickly. Your goal will be to become prudent personified. In fact, “the prudent person” is the standard against which […]
Business News: Do Your Investing in America
CNN announced today America ranks over Japan and the UK as the best place to invest your money. Despite our sour spells in the stock market in the last decade, experts say that the US has seen better returns than our competitors, giving us a marked advantage in the investment game. That’s not saying much […]