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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.
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.
Part of my commitment is to minimize and mitigate indecisiveness in the estate planning process and to minimize suffering of all parties involved in a probate situation.
An estate plan is where you’ve pulled together, in one place, all your “bounty” – physical and intangible – naming individuals to take care of you now if needed and to distribute the “bounty” after you’re no longer here
Anyone who is 18 needs a plan – tough things happen, and help is needed. Young people die, and without a plan, things are even more painful and heartbreaking. Without designating people, no one can help.
I do Estate Planning – Wills, Powers of Attorney, Health Care Surrogates.
I do special needs trusts when it’s judicious to do – already existing situation where it will be needed or potentially they’ll be a situation where it’s needed
And, I’ve learned the value of Elder Law – to protect assets of people who’ve worked hard, saved, and have assets, and they think they have to lose everything to apply for government help.
My previous career was in life coaching – asking difficult questions and helping people answer them.
This capacity is very helpful in my legal practice as there are often questions that need to be asked that can appear threatening to the person being asked – do I choose this child or that child or someone not related. I’m able to ask with empathy, diminishing the scariness of the question.
I always wanted to be a doctor – thinking medical. Almost 50 years to the day of my high school graduation I became a doctor, albeit a doctor of law.
What’s the difference? When does each come into play?
These are difficult conversations that need to be had.
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.
