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Legal News: 8 Life Events that require a change in your estate plans

Estate plans need to be updated periodically, especially by older adults. Frequently revising your estate plans is important as you age because your circumstances change ore frequently than at previous points in your life. While you and your estate...

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Legal News: Do You Own a Vacation Home?

Consider a Qualified Personal Residence Trust for Your Vacation Property Do you own a beach house, ski chalet, resort condo or other vacation getaway? Perhaps it's the place where cherished family...

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Office News: The Basics of a "Living Will"

Living Will Basics Anyone 18 or older and of sound mind can make a living will. It must generally be witnessed by two adults who aren't responsible for your medical care or related to you by blood, marriage or adoption. A living will only...

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Office News: Examples when authority is granted in a Health Care Proxy.

When mental incapacity arises, attention is often directed to the asset management problems, but equal and sometimes greater problems related to health care decisions are also presented. Perhaps too much attention had been placed on the ultimate...

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Office News: What to do if a spouse dies

For those of you who have a spouse that has recently passed, hopefully my experience will help you get through what to expect if you have a similar situation. My husband was disabled and had a handicap placard we used for him to park in a handicap...

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Legal News: How Do I Protect My Children's Inheritances?

HOW DO I PROTECT MY CHILDREN'S INHERITANCES? The best way to protect your children's inheritances is by setting up a Revocable Living Trust and having your children receive their inheritance within a sub-trust of your Revocable Trust....

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Office News: Healthcare Proxy Explained

Recently, my husband was hospitalized and then transferred to a nursing home for additional care. When I arrived at this new facility and asked if I could receive his current medication list so she asked me if I was his healthcare proxy. I indicated...

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7 Critical documents necessary to cover the aspects of a well-devised estate plan.

Here are seven critical documents necessary to cover the aspects of a well-devised estate plan. 1. Last Will & Testament The fundamental purpose of a will is to outline who will receive your assets upon your death. Another important purpose of a...

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Legal News: Healthcare Proxy Explained

What is a HEALTHCARE PROXY? When mental incapacity arises, attention is often directed to the asset management problems, but equal and sometimes greater problems related to health care decisions are also presented. Perhaps too much attention had been...

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Office News: Please call us to DRAFT your Will TODAY!

Had a very satisfied client in the office recently who exulted over the fact that we had been able to draft a will, power of attorney and other documents in a simple, non-legalese way that he could understand; not be mystified by legal jargon, and...

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