BLOGS

WHEN IS THE BEST TIME TO PLAN? The answer is simple—NOW.

It's National Estate Planning Awareness Week!  Take some time in the next couple of months to consider your estate plan – whether doing it for the first time or updating -- before the fall and winter holidays take hold of you.  This is really important for you and your loved ones. We all know that bad things happen, and usually when you’re least expecting it.  We are all busy li...
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HELPING OUR PARENTS

If you have aging parents, or even grandparents, you may be seeing that they need you to help and guide them, much as they did for you as child, to help them understand and make important health and financial decisions. They may not think they need your help and be very resistant to any assistance or advice you are offering, but that doesn’t mean you shouldn’t keep ...
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A LOVED ONE HAS DIED – WHAT MUST BE DONE?

When your family suffers the loss of a loved one, emotions run high and it seems that everyone, or no one, knows what needs to be done with that person’s assets. Did they have a Will? Did they have a Revocable Living Trust? Was their home or their checking account titled jointly with someone? Did they have life insurance or IRA accounts? What should the named Executor or Trustee do now...
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IS THERE A DISCONNECT BETWEEN YOUR WILL OR LIVING TRUST AND YOUR ASSETS?

  Do you have a Will?  Or a Revocable Living Trust?  Does this document say how your assets will be divided among your family members at your death?  Example – “I leave everything to my children in equal shares.” Now think about your assets.  Have you added someone as a joint owner on your bank accounts or real estate for convenience or for some other reason?  Have y...
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OUR DIFFERENT BUCKETS

Consider the various buckets you have – maybe you have a bucket of cleaning supplies, or a bucket (think, basket) of laundry that needs to be washed or folded and put away, or a bucket (think, cup) of pens, pencils, markers, paper clips and other miscellaneous office supplies.[/caption] Now think about figurative buckets in your life - perhaps your outstanding bills and debts that ne...
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