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Estate Planning:
Peace of Mind for Parents: The Importance of College Student Estate Planning
Amidst the preparations of sending your child to college, estate planning might not be top of mind. However, even young adults can benefit from basic estate planning, including documents like Durable Power of Attorney, Living Will, and HIPAA Authorization. Ensuring their wishes are respected and interests protected, this process fosters independence and prepares them for the responsibilities of adulthood.
Caring for Our Furry Friends: How Estate Planning Secures Their Future
Caring for Our Furry Friends: How Estate Planning Secures Their FutureWe all love our pets. They're more than just animals; they're members of our family, giving us joy, comfort, and unconditional love. We take great pains to ensure they're fed, groomed, and given the best medical care, but have...
A Parent’s Compass: Navigating Estate Planning for Your Young Adult
A Parent’s Compass: Navigating Estate Planning for Your Young AdultWhen you think of estate planning, it is not uncommon for images of golden years and generational legacies to come to mind. But today, let's take a fresh perspective by focusing on the emerging generation: your young adults aged...
Estate Administration:
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Recent Articles From Our Office:
How to Get Organized to Meet With Your Estate Planning Attorney
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s the next step? You can do one of two things: (1) Simply wait for the...
Trust Funding: Setting Your Trustee Up for Success
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn’t end the estate planning process: To work...
Should I add my child’s name to my account?
My clients often ask whether or not it is a good idea to add their child name to their accounts. Adding a child as Power of Attorney (POA) on your account, may be useful if there is ever a period of time you are incapacitated. However, adding a child as co-owner or Payable On Death (POD)...
Are You Following Your Estate Plan?
An estate plan is like a map to the way your life's work should be honored. It is meant to be followed. But in order for others to follow it, you must first. Your estate plan should be a carefully thought out plan designed to distribute your assets efficiently and effectively with your legacy in...
Five Surprisingly Common Planning Mistakes Baby Boomers are Making
Baby boomers - the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial transition into retirement, many are...
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay bills and taxes, save and invest for the future, buy and sell property, provide for your loved ones, keep accurate records, and generally keep...
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