Topics include:
- Counseling is part of the job description.
- You never know what’s going to happen.
- Four Easy Pieces of estate planning
- What does an Executor do?
In this video, I explain the difference between a living will and a last will. One document is valuable while someone is alive, the other is useful after they are no longer alive.
Topics include:
–What’s an Estate Plan? Who Needs One?
–Horrible situations that come up
–How do people choose who to name for power of attorney, healthcare surrogate, personal representative?
–How do I provide for my pets?
Recorded March 2024
What’s best for estate planning? Quitclaim Deed or Lady Bird Deed?
During the Holiday Season, when you have a chance to sit quietly, ask yourself about your artifacts – the things you would take if you left home for good to go somewhere else
What do our things say about us? What might our loved ones learn about us if we shared what had certain things mean a lot?
This Holiday Season, pick a couple thinks, and share your stories about those things with your loved ones. And ask them to do the same. You’ll all get a better sense of who you are.
Happy Holidays.
Most would not have trusted themselves with $50 much less many multiples of that when they were 18. A Family Trust is important/essential when there are minor children. They’re also essential if someone in the family is receiving government benefits or might need to in the future.
Topics include:
People sometimes name others in their Wills, Powers of Attorney, or other legal documents without first getting permission. This creates a potential sticky situation later when someone refuses to serve in that role.
Topics include:
Grief is what’s supposed to be allowed when someone passes, not calling attorneys to see about who gets money. Grief is the issue of the day – not spending time, money and unnecessary emotion asking questions about who gets the money.
Beneficiary designations save family hassles.
We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.