Archive for the 'Estate Planning' Category

Do Your Family A Favor: Update Your Will, Share Your Wishes, and Plan Your Funeral.

Friday, August 14th, 2009

The best thing you can ever give someone you love is peace of mind.  Stress and uncertainty can take a toll on all of us, the comfort and reassurance that comes from a loved one’s hug or kind words can go a long way of relieving the burden.
You may have noticed it has been awhile [...]

Summer 2009 Newsletter: Live for Today, Plan for Tomorrow

Thursday, July 2nd, 2009

 My first ever newsletter came out yesterday.  Because I feel the main article contains an important message, I am including it here on the blog.  But don’t miss out on the next newsletter – subscribe today!
How will you Live for Today, Plan for Tomorrow?

“Live as if you were to die tomorrow. Learn as if [...]

Selecting the Right Person Makes a Difference: Personal Representatives, Executors, and other Agents

Monday, June 15th, 2009

One of the most important things in preparing your estate plan is naming the appropriate person to act as your Personal Representative (or Executor).  Some people feel there is a “right” person to name, by virtue of relationship, birth order, or proximity – these reasons can lead to disastrous results if the wrong person is [...]

Estate Planning During and After Your Divorce

Thursday, May 28th, 2009

While your divorce is pending, it may be important to consider the impact your divorce may have on your estate planning documents.  If you wouldn’t want your soon-to-be-ex making medical decisions for you, now is the time to update your Health Care Directive.  When the divorce is commenced, the restraining provisions in the Summons prevent [...]

Just the Basics: Estate Planning Without Anxiety

Monday, April 27th, 2009

The term “estate planning” has a tendency to send many people in a panic -too complex, full of legal lingo and complicated tax concepts.  In his article Estate Planning Without Anxiety Peter Keating with SmartMoney Magazine does a good job of explaining the basic concepts.  There are four simple steps you should be aware of [...]

Estate Planning for Young Adults – the Documents that Every One Must Have

Monday, April 20th, 2009

There are two big misconceptions when it comes to estate planning: (1) Only the rich need to worry about estate planning; and (2) Only people with kids need to worry about estate planning.  When it comes to estate planning, young adults with minimal assets and no children are all too often overlooked.  Unfortunately, failure to [...]

15 Crucial Money Moves for Seniors

Monday, April 13th, 2009

Ask the Advisor’s article 15 Crucial Money Moves for Seniors is not only good advice for those entering the “golden years,” but in today’s economy it is good advice for all.  Okay, so maybe we can’t all apply for Social Security, join the AARP, or take advantage of senior discounts, but we all can:

Get Healthy [...]

A Quit Claim Deed is Not the Way to Plan

Wednesday, November 26th, 2008

A recent Times Herald article by Michigan attorney Matthew Wallace provides a thorough explanation of the problems that may arise when using a Quit Claim Deed as an estate planning tool.  Before attempting what seems like an easy, do-it-yourself estate plan consult with an attorney and discuss your options.

Will Parties

Friday, November 7th, 2008

Perhaps you have heard something about “Will Parties.”  This new trend is a take on the Tupperware Party and another way that our society is learning to take care of business in between work, soccer practice, and bed time.  With a Will Party, you and your friends can get together (with or without the kids), and [...]

Just another reason to hire an attorney for your estate plan…

Wednesday, November 5th, 2008

Many people wonder why they should hire an attorney, especially when there are various forms, books, websites, and software available designed to help you create your own estate plan, file your own divorce, or start your own business.  Attorneys provide more than the necessary forms.  The right attorney can provide you with peace of mind, [...]