At our house we like to watch the old shows like Little House on the Prairie and Andy Griffith. Bailey, our 6-year-old, loves watching “Half Pint” and Barney Fife. Those are great shows and they reinforce some great old-fashioned values. In estate planning, there are often changing laws and new legal strategies. But there are [...]
What does signing a Healthcare POA do for me? We talked previously about how a POA differs from a DNR. A Healthcare Power of Attorney is a very useful legal document that provides authorization for someone to act on your behalf regarding medical care when you are unable to do so yourself. Signing a Healthcare POA [...]
How do you keep life savings from being depleted by nursing home costs? Read our Nursing Home Crisis Plan Case Study to find out one of the ways we helped a client. Quick Summary Mary recently had a stroke and will have to be placed in a nursing facility. She doesn’t want nursing home care [...]
Trusts are a very valuable planning tool. When people think about estate planning, most people think about wills. While wills are the most basic/common tool for estate planning, trusts are an incredibly effective way to plan for things that wills can’t address. Trusts can be used to: Organize your assets so it’s easier on your [...]
Answer these 8 questions to find out where you stand with your estate planning.
Sometimes there’s confusion about what we really do around here. We ARE NOT financial advisors who sell financial products or invest money. Some of the things we do are: Use legal tools like wills, trusts, deeds and LLC’s to accomplish your goals and carry out your wishes. Coordinate your assets with your goals. Counsel and [...]