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Checklist: What to do When a Loved One Dies
Things can be quite overwhelming when a loved one passes away. Here are a couple of checklists to help you know what needs to be done immediately and what can wait. Feel free to download and print out the checklist on our Resources page. If you need immediate help,...
How to Choose Good Helpers for Your Estate Plan
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...
Getting Old Ain’t for Sissies: 9 Things to Consider As You Get Older
As anyone who is aging can tell you, the old saying is true: The days may be long, but the years are short. Time may be speeding by so much that there's a good chance you haven't sat down to discuss with loved ones the different things you should consider as you get...
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What’s Your Next Step in Planning?
Bailey has noticed that I talk to other cars a lot when I'm driving. When someone's being slow I might say, "Come on out there, buddy, pull right out there." Or "come on, you can do it," when they hesitate just a little too long before pulling out so I can go. As with...
Estate Planning is Like… Working a Puzzle
Bailey and I bought some puzzles at our neighborhood garage sale a while back. We started work on a 100-piece jigsaw puzzle of Mickey Mouse and Goofy, but something was wrong. Pieces were missing -- a lot of pieces! In fact, we counted and there were only 57 of the...
Think You’re Not Eligible for VA Benefits? Think Again…
Many people are surprised that they qualify for aging Veterans services without having to have a service-related disability. The Veteran's Pension and Survivor's Pension Programs offer benefits that can be used by a Veteran or their surviving spouse to help with costs...
Power Of Attorney FAQ’s
Elisa (who handles all of our communications like newsletters, mail outs and web content) was on the playground the other day talking to some moms after school. They know what she does, so through the course of the conversation powers of attorney came up. (We've...
What kind of attorney are you?
"There are 2 other attorneys here at the career fair. Do you know what the difference is between me and them? They're wearing suits!" A few months ago I went to Grant Middle School's Career Fair. I talked to 5 different groups of students about how I am the "other"...
Have You Ever Paid Off a Child’s Credit Card?
If you've ever had to bail your child out financially, then keep reading. I have a list that I call the "Dirty Dozen Mistakes of Estate Planning" and #7 on the list is: Thinking your child will start being good with money later if he or she is terrible with money...
Can your estate plan pass the Down Low test?
What a Child's Game Can Teach us About Planning... In our house, the "Down Low, Too Slow" game is very popular. It goes like this: Give me five (hand slap) Way up high (another hand slap) Down low (pull hand away before it can get slapped) Too slow!! It always gets a...
Career Day and Types of Attorneys
"There are two other attorneys here at the career fair. Do you know what the difference is between me and them? They have to wear suits!" A few months ago I went to my nephew's middle school for the career fair. I talked to 5 different groups of students about how I...
Tennessee Vacation 2013
We recently went to Tennessee with my parents and my brother's family. Here are few of the fun pictures we took (click on the picture if you'd like to see a larger version):
VA Benefits
Wartime veterans or their widows may qualify for benefits from the VA to help pay for care as they age. This benefit may be available to pay for in home care, assisted living, or nursing home. In order to qualify for the maximum benefit, legal planning is...