Estate Planning

Costs of care for the elderly have increased over the past few years. If the right planning is done ahead of the need for medical care, there can be significant opportunity for cost savings.  Here are some updated statistics according to Consumer Affairs: Over 810,000 people reside in assisted living facilities. Assisted living costs an average of…

Power of Attorney Sometimes, as we get older, it can become difficult for us to take care of our own finances.  It may be a matter of deteriorating physical health that makes it difficult to get out to meet with our banker, investment advisor, handle real estate matters, or make decisions. To help us through…

“I wasn’t expecting…”.  “If I had known, I would have…”.  Unquestionably having legal documents in place and understanding how they work helps protect your assets and goals   when the expected and unexpected arise.  Hopefully, this article promotes healthy concern and action.  In writing this article our goal is to help prevent problems, in the same…

In addition to providing for their spouses and children, clients are sometimes concerned about the care of their pet.  They want to ensure their faithful companion, their pet, is taken care of after they pass on.  There are generally three pieces to the puzzle.  The Person. The person you choose must be someone you trust…

A common misconception is that estate planning is only necessary for the elderly, wealthy, sick, or when death is visibly impending.  Trouble is… the unexpected.   Families can be left scrambling – not knowing where to begin,  and compromised  – in making injury or death claims, settling legal matters, and providing for young children.  Every situation…

Published on November 15th, 2017 From time to time someone will tell us that they were talking to a neighbor (or a friend, or an in-law…) and were told the best way to estate plan is a … “Trust”.  Someone else will tell us a similar story ending in, the best way to estate plan…