Every estate plan is built upon a foundation of essential estate planning documents. Learn about these essential documents, including: advance medical directives and living wills, health care proxies, powers of attorney, revocable living trusts, and last will and testaments. Understanding these documents can help you make the right decisions so that you can minimize hardships… Read More »
Posts Categorized: Estate Planning
What Matters to You: An Interactive Seminar on Starting Difficult Conversations
Join us as we welcome Ezra Home Care and O’Connell Law for this unique, one of a kind seminar. It can be hard to start conversations about what matters most to each of us as we age. Using the game, “Hello,” our moderators help guide participants to make crucial conversations easier and more comfortable… Read More »
Estate Planning “Mistakes” Lead to Serious Consequences
Plenty of mistakes that seem minor at the time could end up leaving you or your loved ones with unfortunate consequences. Sadly, in the vast majority of these cases, it will be too late for you to do anything about it. Many family members are realizing the mistakes of their loved ones after that loved… Read More »
Key Reasons Why You Need a Life Insurance Policy in Your Estate Plan
You know that you’ve got to have a will, possibly a trust, and powers of attorney as part of your estate plan. But if you’ve overlooked life insurance, this could turn out to be a huge mistake for you and your loved ones. There is a good chance that like most people across the United… Read More »
Estate Planning, Investing, and Retirement Planning Are All Struggles for American Citizens
The annual survey put out by Hearts & Wallets identified that in a survey of more than 5,000 adults, individuals who are in their late career or pre-retirement and believe they will be retiring in the next 5 years have issues with retirement planning, investing and estate planning. More than half of these individuals… Read More »
Top Reasons Why You Need to Consider Hiring an Attorney to Help You Write Your Will
It can be tempting to think that it’s easy enough to download a document from the worldwide web and fill it out with your unique information. This, however, does not guarantee that your will is actually valid and could end up doing more harm than good. For example, if it’s not in line with your… Read More »
When Should a Trust Be Added to an Existing Estate Plan?
When thinking about the importance of various estate planning documents, the one that come to mind most often is the will, but a trust can also be extremely beneficial for your overall estate planning goals. While a will is a basic document that will outline who will receive your property in the event that you… Read More »
Biggest Reasons to Evaluate Your Estate Planning on a Regular Basis
Many people forget the most important and final estate planning step, which is reviewing their materials on an annual, if not other regular basis. There are several primary reasons to do this and all can be accomplished with the help of an experienced estate planning attorney. One of the most important things you can do… Read More »
Is It Time to Talk About Your Will with Your Loved Ones?
Having a conversation with your loved ones about your will may be important for minimizing the chances of an argument down the line. It’s a good idea to pull aside the relevant individuals and have this chat, but you need to approach the subject carefully. When a parent passes away without having this conversation, his… Read More »
Make Sure You Have the Conversation with Your Spouse as Well as Your Aging Parents About Long Term Care and Estate Planning
Summer might seem like the wrong time to have a serious conversation about money and estate planning issues, but it could also be the most relaxed opportunity you have to discuss this with your parents. Fidelity has just released a study on the topic of finance and family, identifying that the major retirement issues for… Read More »