Deeper Dive into Advance Healthcare Directives

When it comes to your healthcare, especially during these uncertain times, you need to ensure that two estate planning documents in particular are up to date. The first is your healthcare power of attorney. This document allows you to name a person to make medical decisions on your behalf or communicate your wishes in the [...]

By |2020-10-09T14:30:00+00:00October 9th, 2020|Estate Planning|0 Comments

What Happens If My Beneficiary Dies Before Me?

When planning for death, most people assume they will die before their beneficiaries (e.g., their spouse, children, and grandchildren). While these assumptions are often well-founded, they do not always come to pass. Sometimes a beneficiary of an estate or trust dies before the person leaving the inheritance. If this has happened to you, you may [...]

By |2020-09-11T21:02:36+00:00September 11th, 2020|Estate Planning|0 Comments

I’ve Been Named as a Guardian. What Do I Do?

A guardian is an individual who cares for someone, often a minor child, who needs special protection. Parents can nominate a guardian in their will, but typically a court must confirm and officially appoint the guardian after both parents have passed away. Sometimes the need for a guardian arises when the parents are still alive. [...]

By |2020-08-14T13:07:03+00:00August 14th, 2020|Estate Planning|0 Comments

Will vs. Trust: Which is Right for You?

When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession of your home? Who should run the family business? Will you create a college fund for your grandkids? What charity should you donate to? The options can be dizzying. Before you get [...]

By |2019-09-27T11:33:18+00:00September 27th, 2019|Estate Planning|0 Comments

Estate Planning Considerations for Benefits Open Enrollment

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage. Your employer may pay 100 [...]

By |2019-09-06T11:37:20+00:00September 6th, 2019|Estate Planning|0 Comments

Home DNA Tests – A Bump in Your Estate Plan

Discovering your ancestry can be both fun and fascinating. At-home DNA tests have grown in popularity in recent years. Often given as a unique gift for loved ones, the kits reveal details about our individual and collective pasts. Unfortunately, these tests aren’t all fun and games. When a test reveals an unexpected relative or biological [...]

By |2019-08-23T11:42:52+00:00August 23rd, 2019|Estate Planning|0 Comments
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