This holiday season, we’re offering something gift-ish—our Caregiver Grab-and-Go Kit. It’s a practical, life-simplifying tool to help caregivers and families stay prepared, especially during emergencies.
Tag Archives | will
Life Insurance as Charitable Giving? Why it Works
Here’s a surprising way to do your charitable giving: a strategy that maximizes your impact, reduces taxes, and helps secure your legacy.
Hello, Tracey? Veronica Died.
There was one day in June when, for no nefarious reason, our office received a number of phone calls from people whose loved one had *just* passed away. It was a striking number of calls for that particular Monday – enough to inspire that day’s Daily Debrief on Facebook. You can watch it HERE. I […]
On it Like White on Rice
Have you heard about our Plan Preservation Program? How about the expression “we’re on it like white on rice”? Sounds like I may need to elaborate… Estate planning is not ‘One and Done.’ It’s not something you get to check off your task list for good.
Right Plan for Right Now… and Later
Routine changes and updates to our laws are only one reason you should be reviewing your estate plans regularly with your attorney. There are numerous ways an estate plan can fail without regular ‘maintenance’ checks:
Make Sure Your Will is Not ‘Mad-Libbed’
The proliferation of online estate planning tools may give you the sense that your will consists of a whole list of blank spaces, into which your attorney inserts names of your choosing, and out spew your legal documents. Like a fancy, binding game of Mad Libs. The reality is – your will, and the process […]
You’ll Get More Done When You “Know Your Why”
Humans are the only species conscious of our own mortality. And let’s face it, no one wants to contemplate mortality! If you’ve been putting off planning for your death and other awful circumstances (or know someone who has) this is probably one of the biggest underlying reasons. Who wants to schedule the hours into their […]
How Long Has it Been Since You…
The challenge with family legal planning, or estate planning as they call it, is that it relies on a plan that protects your family at an unknown time, under unknown laws, utilizing unknown assets for an unknown family situation to accomplish unknown goals. And while we don’t know when you’ll need it, we know your […]
When Your Trust Owns Your Home: What Happens Next
So, you’ve set up a trust because you want to keep things as simple as possible for your family, and allow your house to pass to your children upon your death without any delay. Now that your trust owns your home, here are some things you should know.
7 Earth Friendlier Options for Your Remains
Burials are taking their toll on the environment. Casket production, and the chemicals involved in embalming are just two reasons. If you care about the environment during your lifetime, why not also in death?