COVID-19, social distancing, and sheltering-in-place brought new changes to our perspectives and the need to re-evaluate current estate planning documents (or lack thereof). What many people don’t realize is that there are a couple of must haves for everyone, not just clients, with COVID-19 … [Read more...]
The Dangers of “DIY” Estate Planning
In response to fear, anxiety, and the uncertainty of the COVID-19 pandemic, many Americans are scrambling to create hasty estate plans, including end-of-life directives. According to a recent online article, several companies have seen a spike in creation of online, Do-It-Yourself (“DIY”) … [Read more...]
Estate Planning and COVID-19
Estate Planning and COVID-19 - Preparing for the Coronavirus By now, many people throughout the world are aware of the Coronavirus (COVID-19). It first appeared in Wuhan, China in late 2019, and was first reported to the World Health Organization (WHO) on December 31, 2019. Since … [Read more...]
5 Most Common Estate Planning Errors
Most families don’t receive their wealth through inheritance or winning the lottery, but rather through years of hard work and sacrifice. However, it always amazes me that although everyone understands that we are all going to die, a vast majority disregard estate planning completely. Here are five … [Read more...]
Traveling – Plan for Your Destination!
Summer time is synonymous with bark yard BBQ’s, pool time, ice cream, fireworks and vacations. Every couple of years our family takes a road trip. We plan in advance of where we want to go, the routes we will take and the activities along the way. Although we are adventuresome, it would be … [Read more...]
A Trip to the Dentist and My Estate Plan
Every 6 months, it is recommend that you visit your dentist. I have done this for as long as I can remember, and have taught my kids to do the same. I have never enjoyed going, but understand the importance of it and going regularly. Having them cleaned, checked out, and x-rayed from time to time, … [Read more...]
Why You Need a Living Trust
This is the second piece of a four-part series on why you need a living trust. As mentioned in my previous blog, I recently read an article from a well-known business publication that provided four reasons why you don’t need a living trust. The second reason provided by the publication is: ~ … [Read more...]
Planning for Life’s Unexpected Turns
The television show “The Goldbergs” has some pretty funny moments. In this scene, http://www.youtube.com/watch?v=NFKUg1rs4IQ we learn an interesting “fact” about parrots. Tim Meadow’s character exclaims, “Oh also, I have a parrot that I can’t get rid of. They live for 80 years. Did you know that? … [Read more...]
Tom Brokaw’s Living Will:
The purpose of this blog is to recommend every American to outline directives for doctors to follow if they were ever in a Terry Schiavo situation. If you are unfamiliar with the Terry Schiavo case, a quick summary here will suffice: Terry Schiavo suffered a cardiac arrest in her home in … [Read more...]
The King’s Estate – B.B. King, That Is
Even before blues legend B. B. King passed on May 15, 2015 at the age of 89, dark clouds hung over his estimated $10 million estate. King is survived by eleven of his children, though King granted Power of Attorney to his longtime business manager, Laverne Toney. About a month ago, one of King’s … [Read more...]
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