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?
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
(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
This is Part 3 of a 3 part series that focuses on women and Estate Planning as we celebrate Mother's Day 2014. Part 3 sheds some light on documents that can be used in the event of illness or mental incapacity. As mentioned in Part 1 of this series, women are usually the caregivers for … Continue reading What Does Estate Planning Mean for Women? Part 3
This is Part 2 of a 3 part series that focuses on Women and Estate Planning as we celebrate Mother’s Day 2014. Part 2 sheds some light on Incentive Trusts that address concerns about children and grandchildren. Let's start by first asking the question, what is a trust? Trusts come in many forms and have many goals, … Continue reading What Does Estate Planning Mean for Women? Part 2
This is Part 1 of a 3 part series that focuses on Women and Estate Planning as we celebrate Mother’s Day 2014. Part 1 sheds some light on beneficiary designations and staying involved in the estate planning process. The life expectancy of women continues to rise, leaving women widowed at a higher rate than men. … Continue reading What Does Estate Planning Mean for Women? Part 1