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5 Things to Think About Before Naming Co-executors
We often get the question, "Should we name more than one child as a co-executor?" In the end, it's a personal choice as to whether you do or not, but here are some things to think about. 1. Who will really do the work? Often if there are co-executors, we all know that...
Who do you call for advice on aging?
Where do you turn when an aging parent is diagnosed with dementia or suddenly has a stroke? What do you do when your family hits a situation where mom, dad, grandma or grandpa can’t stay at home anymore? What if a loved one is struggling with health issues that you...
9 Ways to Create a Mess After You Die
We often get calls from people who are facing a mess because a loved one died and failed to properly plan. If you're lucky, or if you plan ahead effectively, your family won't need to go through the headache of probate or trust administration. While this is all rather...
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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...
Estate Planning Quiz: 8 Questions to Help You Know Where You Stand
Answer these 8 questions to find out where you stand with your estate planning.
Vacation Pics 2013
We had a great time in Florida with Michelle's parents. Here are some of the highlights in pictures:
What Estate Planning Attorneys Do
Sometimes there's confusion about what we really do around here. We ARE NOT financial advisors who sell financial products or invest money. Some of the things we do are: Use legal tools like wills, trusts, deeds and LLC's to accomplish your goals and carry out your...