Blog Posts
Death is Certain for All of Us – Pay in Advance
Go To Post ►: Death is Certain for All of Us – Pay in AdvanceWhen someone passes, the family is best served if all choices have been pre-made. Mentioned in this video: For Funeral/Cremation/Burial insurance, contact Ted Whelan, of Whelan Insurance Group, LLC. https://whelaninsurancegroup.com/
Families with Young Children Need to Know This
Go To Post ►: Families with Young Children Need to Know ThisIf you’re no longer here to raise your children to adulthood who will do it the way you want it done?
Appointing a Non-Family Member?
Go To Post ►: Appointing a Non-Family Member?It often makes sense to appoint a non-family member as a health care surrogate, executor or power of attorney.
Parent Caught in the Middle
Go To Post ►: Parent Caught in the MiddleA mother appointed her two children co-powers of attorney. Each is acting against the other one’s wishes. They don’t intend to harm their mother, but the arguments are harming their mother. She is caught in the middle.
Family Conversations for Generational Wisdom
Go To Post ►: Family Conversations for Generational WisdomThe holidays are a good time to catch up with family and friends. They’re a good time for what I call “generational wisdom” – those stories the younger generations hear from their parents and grandparents. This year you might get together on Zoom, but it’s still a good time for telling stories. You can start…
“Never” is Not the Right Time
Go To Post ►: “Never” is Not the Right TimeNever is not the right time for estate planning. Whether it is a simple Will or a Power of Attorney, Healthcare Surrogate or Trust – now is the right time to plan.
How I Practice Law, Compassionate and Caring
Go To Post ►: How I Practice Law, Compassionate and CaringAfter meeting with a 98-year-old, she told me it was a pleasure to have met me, and her son said I was a godsend. I was moved.
What do you get Mom for Mother’s Day?
Go To Post ►: What do you get Mom for Mother’s Day?Flower commercials have been flooding TV and newspapers for a couple of weeks reminding us that Mother’s Day is Sunday, May 12th. We’ve all seen the commercial for the insurance company where the actor thinks you should give a life insurance policy as a baby shower gift – well, she got booties instead! …
Spring is Here! Time to do Some Spring Cleaning For Your Legal and Financial Affairs
Go To Post ►: Spring is Here! Time to do Some Spring Cleaning For Your Legal and Financial AffairsSpring is here and it’s time to do some “Spring” cleaning. The things we usually do are clean house, clean closets, switch out wardrobes, etc …. Now’s also a perfect time to get your legal and financial affairs in order. Not sure where to start? Here are some ideas: Review Your Beneficiary Designations…
Estate Planning for a “Peace of Mind While Living” Exercise – What you need to know AND act on while Estate Planning
Go To Post ►: Estate Planning for a “Peace of Mind While Living” Exercise – What you need to know AND act on while Estate PlanningQuestions: What’s the purpose of consulting an attorney for peace of mind planning? (Estate Planning) Do you have a list of what you own? And their value? If not, MAKE one. Examples: Home(s) Car (s) Investments: IRA, Stocks, etc. Bank accounts Checking and Savings Jewelry Books Antiques Furniture Etc. Who would you trust with…