What Will Your Estate Plan Accomplish for Your Family?

Estate Planning, Trust

For those who attend my presentations, I offer a free, no obligation estate planning audit. There are three reasons for the audit. First, we discuss the issues/questions important to that person or couple. Second, we discuss what is accomplished with their current...

The Lesson Behind Estate Planning We Must Not Forget

Estate Planning, Trust, Wills

I write these columns primarily to encourage people to prepare their estate plan before it is too late. Without preparation, many families must deal with terribly difficult situations that could have been avoided. Proper planning means more than simply listing what...

Will Someone Else Make That Final Decision for You? 

Estate Planning

I have previously explained that a Living Will is the document that tells health care providers if you want to be removed from life support.  This is an important document because, if your wishes are not clear, loved ones and health care providers will be left to make...

Are you Prepared to Step In?

Estate Planning, Trust, Wills

I recall an article published in the Wall Street Journal® titled “The Difficult, Delicate Untangling of Our Parents’ Lives.” The author and his wife were in their 50s and dealing with the challenges of parents too incapacitated to handle their own affairs....

The Solution is Simple, Until It Is Too Late

Estate Planning, Power of Attorney

The Solution is Simple, Until It Is Too Late I once met with a family dealing with a terrible, unexpected crisis. A family member had been seriouslyinjured in an automobile accident and faced months – possibly years – of recovery. His cognitiveabilities had been...