Why You Must Check Your Estate Plan Every Year Revisit for Your Welfare Certain things happen every year: holidays, birthdays, anniversaries…and estate plan reviews. That’s right! Checking your estate plan is worth turning into an...
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(Taken from The Norwood Local Town Pages August 2020) In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. If you are considering writing your own will or using...
To fund a trust is an essential step in setting up your Trust. To fund a trust simply means that you need to transfer your assets into the name of your trust. In order to do this, you must ensure that you title in the name of your trust...
Many of these financial needs could be avoided by using insurance or health savings accounts and proper estate planning. However, many types of insurance do not cover some long-term care needs and some individuals may try to avoid...
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...
You know that you need to create an estate plan, but one of the essential parts of creating such a plan is choosing an executor of your estate. Do you know what an executor is? This is the person that will carry out your wishes after you pass away....
(7/24/2020) Jill Schlesinger, CBS News Business Aanalyst, during an interview on CBS THIS MORNING WITH Gayle King, PLANNING IN A PANDEMIC said: "A Will is your instruction manual when you pass away". The Will lets...
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...
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...
1) If you feel panicked, plan something for the future, which increases optimism, says psychiatrist Robert L. Trestman of Virginia Tech Carillion School of Medicine. 2) If you get sucked into a daily spiral of bad news, then seek out and share the...
