Your digital assets have a life of their own. I frequently hear stories from family members about the challenges of dealing with a loved one's: computer (no access code) social media accounts ongoing online bank accounts other digital assets (music, videos, email, pictures, etc.). Include digital assets in your estate plan. Make things easier for … Continue reading Your Digital Assets Have a Life of Their Own
What does bling have to do with estate planning? I have worked with folks from all walks of life. Counseling them about wills, trusts and estates. Many folks who come in for advice are hard working blue collar laborers, others are very well off, and some are considered wealthy. If you are part of the … Continue reading Bling Generation
Have You Signed Up for the Ladies Estate Planning Tea Newsletter? What are You Waiting On?
Hi There, The Ladies Estate Planning Tea is ready to take on some new and fun activities for you to get involved in. The mission of the Ladies Estate Planning Tea is to transform how we think of estate planning. Let’s get this topic in our conversations and start working on: making a difference in the … Continue reading Have You Signed Up for the Ladies Estate Planning Tea Newsletter? What are You Waiting On?
When’s the Best Time to Get an Estate Plan?
One of the frequent questions I get is - “when is the best time to get an estate plan?” How do I answer this question - that depends. Most often the answer I give is what you’ll read below: When all is well with you - that’s the best (ideal) time to get your estate … Continue reading When’s the Best Time to Get an Estate Plan?
My Mother Said, Once You Know Better, Do Better – Here’s How I Use Her Advice
On a recent bright and sunny morning, I had two conversations before 10 AM with individuals seeking information about estate planning. That's not unusual. However, the conversations were with family members seeking to learn about what can be done for a loved one who has some memory loss. The conversations went something like this: I … Continue reading My Mother Said, Once You Know Better, Do Better – Here’s How I Use Her Advice
Handwritten Notes Make A Will – Not So For Most of Us
Handwritten Will Valid or Not? From time to time, I get questions about handwritten wills. In particular, is a handwritten will valid? This is a loaded question. The response to the question will be based on Maryland law. Here’s a scenario that was presented to me: Mr. Bob Smith was sitting around one evening relaxing and … Continue reading Handwritten Notes Make A Will – Not So For Most of Us
Happy Mother’s Day From a Grateful Daughter and Auntie
(Photo & video: Models) Happy Mother’s Day! If you have been fortunate enough to be a mother or care for a young person in a motherly way - … Continue reading Happy Mother’s Day From a Grateful Daughter and Auntie
Getting a Medical Advance Directive is not as Painful as You Think
Health is a treasure and good health is even more valuable. The idea of planning for the day or possibility of being in poor health is not easy. After watching family members suffer for years with debilitating illnesses, I have a true appreciation for life, and the pricelessness of having good health. My mother was … Continue reading Getting a Medical Advance Directive is not as Painful as You Think
Why Love Letters to Heirs go Great With Chocolate and Roses
Valentine’s Day is special to many folks. It is a time to show our affection for loved ones and let them know how special they are. As a child, you may remember getting a box of chocolates from your parents letting you know that your were special and loved in their eyes. Of … Continue reading Why Love Letters to Heirs go Great With Chocolate and Roses
3 Lessons I Learned From my Career as a Flight Attendant That I Use in Estate Planning
When I look back at my years as a flight attendant, I am amazed at the life lessons that I learned by crossing paths with so many people. However, The various passengers that I came into contact with was just one part of the story. I also learned that patience, flexibility and calmness are useful … Continue reading 3 Lessons I Learned From my Career as a Flight Attendant That I Use in Estate Planning