February 26, 2021Do you Know Where you Would go In an Emergency?When you dial 911 for emergency medical services (EMS) your transport may route you to a hospital that is not near your home. While you have the right to ask to be transported to the hospital of your choice, either…
February 5, 2021DIY Estate Planning and WarningsWe hear this question all the time: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” It’s just not…
January 15, 2021The probate ProcessProbate is the legal process for authenticating a deceased person’s will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. After an asset-holder dies, the court will appoint a valid will’s executor to…
January 8, 2021Personal Property and Estate PlanningSuppose that your estate plan is all set and ready to go. It will be taking care of your home, savings, and investments, making sure that your family will get those valuable estate items fairly and efficiently. Your plan will…
December 7, 2020Who Do You Want to Make Financial Decisions for You?Who should you trust and allow to manage your financial well-being when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and…
November 30, 2020How Adding a Personal Property Memorandum in Conjunction with your Will or Trust can HelpMost of the time, family members end up arguing over mom or dad’s favorite items when that parent dies. Arguments can take place over things like a coffee mug, a piece of jewelry or a painting. These types of arguments…
November 9, 2020How are Wills and Trusts Different?You can have both a will and a trust; however, the information in each should compliment the other. As a standalone, it is not accurate to say one is better than the other. The better choice for you, or a…
November 3, 2020A Will is About More Than Just AssetsCare.com’s annual estate planning survey for 2019 found that more than half of adults in the U.S. do not have a Last Will & Testament (a “Will”). The survey found that participants were more likely or less likely to have…
October 27, 2020Why a Guardianship May Be Necessary and How to Avoid ItWhat is a guardianship? A guardianship is typically defined as a protective legal proceeding for someone who is incapacitated and unable to manage his/her own affairs. Incapacitated means that the elder is no longer able to receive and evaluate information…
September 28, 2020Avoid the Pitfalls of Beneficiary DesignationsYou might think that leaving your property to your heirs would be relatively simple. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate…
