Category: Disability

Everyone Over 18 Needs One of These…

By elisa on May 15, 2013 in Asset Organization, Asset Protection, Disability, Funding and Asset Titling, Power of Attorney, Risks of joint ownership

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 [...]

Why You Need a Healthcare POA

By David Edwards on May 15, 2013 in Disability, Power of Attorney

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 to Pay for Nursing Home Costs

By David Edwards on May 06, 2013 in Aging Parents, Asset Organization, Asset Protection, Asset Protection Trusts, Counseling, not Documents, Funding and Asset Titling, Nursing Home, Why use a Living Trust?, Wills and Trusts

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 [...]

5 Reasons You Need a Trust

By David Edwards on Apr 22, 2013 in Asset Organization, Asset Protection, Asset Protection Trusts, Divorce Risks, For Your Business, For Your Kids, Kids' Inheritance, Lawsuits and Creditor Risks, Long Term Care Risks, Nursing Home, Why use a Living Trust?, Wills and Trusts

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 [...]

Estate Planning Quiz: 8 Questions to Help You Know Where You Stand

By David Edwards on Apr 16, 2013 in Aging Parents, Divorce Risks, For Your Business, For Your Kids, Grandchildren, Kids' Inheritance, Long Term Care Risks, Marriage & Remarriage, Name Guardians, Nursing Home, Parents, Power of Attorney, Tax, Wills and Trusts

Answer these 8 questions to find out where you stand with your estate planning.

What Estate Planning Attorneys Do

By David Edwards on Apr 08, 2013 in Asset Protection, Disability, Grandchildren, Kids' Inheritance, Wills and Trusts

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 [...]