New Search

If you are not happy with the results below please do another search

22 search results for: good helpers

1

7 Types of “Helpers” You Need to Watch Out For

As you age, or as you complete your estate plan, you’ll need to name different kinds of “helpers” who will carry out your plan when the time comes. These helpers are officially known by different names depending on the job they’re given. They can be known as trustee, executor, power of attorney or guardian, but no matter what their […]

2

Every Estate Plan Needs a Good Helper

As you complete your estate plan, you will need to name various “helpers.” These are the people who will carry out your plan when the time comes. When will that time be? When you are disabled or you pass away. These helpers will be there to oversee the legal and financial issues of your estate and will […]

4

Important Advice on Choosing a Healthcare POA

Every estate plan needs a good helper(s). Choosing helpers can be really tough. These people will be responsible for making decisions when you can’t make them for yourself. A power of attorney for healthcare will allow someone to help you make a variety of decisions related to medical issues like treatments, surgeries, end of life decisions, […]

5

The Difference Between a Will, a Living Will and a Living Trust

A recent survey on estate planning found that 74% of those surveyed thought estate planning was a confusing topic. That’s no surprise considering estate planning has a language all its own. Today, we’ll sort out the difference between a Will, a Living Will and a Living Trust — three separate estate planning tools with similar names, but different roles […]

8

4 Challenges of Aging Alone

There’s a growing segment of people who are aging without the help of their adult children (either because they don’t have children or because their children live far away). Read on to learn more about the challenges this group faces. People are living longer than ever before in history. People are having less children. And […]

9

The Checkbook Test: Can your executor or trustee pass it?

Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and that’s because they are vitally important to an effective estate plan. Helpers are the people who […]

10

Long-term Care Planning and Why It Matters: 6 Goals of Planning

I know from experience that everyone who comes into our office has goals and expectations that they bring along with them. But did you know that we have goals for each of our clients as well? Some people see long-term care planning as a shady way to get around having to pay for care as […]