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During the month of January we began seeing a flurry of clients walk through the door with probate issues. Based on what we’re seeing, most Americans – irrespective of educational background or socioeconomic circumstances – seem to be under the misimpression that having a will means the beneficiaries will receive their inheritance posthaste and without
The month of January generates a steady stream of news articles and broadcast messaging about financial goal-setting. To cut down on the overwhelming clutter we’ve compiled a series of tools, tips, and resources to support your financial wellness efforts. Has the recent stock market volatility left you wondering if you have to adjust your spending
If you have an aging loved one who is beginning to show signs of cognitive impairment, National Alzheimer’s Awareness Month is the perfect time to explore whether his/her estate planning documents are in order. Each year at this time we like to remind our “more senior clients” and their family members how critical it is
Elderly parents often try to disguise cognitive decline. The Thanksgiving holiday provides an opportunity for families to spot signs of incapacity in aging parents. Publix has the greatest holiday television commercials, doesn’t it? They evoke love, warmth, family and wonderful meals. You can’t wait to visit home. This year, get a feel for how your
The function of a revocable living trust is far more powerful than a “simple will” because it covers the three phases of the Trustmaker’s life, and a will does not. Navigating Life’s Journey: The Role of the Revocable Living Trust Posted on: October 2nd, 2015 By Mary Merrell Bailey, Esq. A Revocable Living Trust covers
Life insurance plays a key role in achieving one’s estate planning goals. We recommend a three-pronged approach in convincing Millennials that life insurance has relevance to their lives. Lattes vs. Life Insurance: Do Millennials Really Have to Choose? Posted on: September 22nd, 2015 By Mary Merrell Bailey, Esq. This month marks the 12th anniversary of Life Insurance
The June Wedding was Spectacular and the Newlyweds Are Back. So What’s Estate Planning Got to Do with It? Estate planning for newlyweds should begin immediately following the honeymoon.The summer wedding season has begun! It’s always so exciting to witness two people falling in love and planning romantic destination weddings. Seeing a happy couple pledge
Founded in 2008, National HealthCare Decisions Day (NHDD) is the day set aside to inspire, educate and empower the public and providers about the importance of advance healthcare decision-making. Did you know that tomorrow is April 16th — National Healthcare Decisions Day? Those of us who offer legal counsel, advisory services, or healthcare related services are particularly mindful
Leaving a legacy may mean passing down one’s wealth to beneficiaries and loved ones or preserving for future generations the family’s traditions, values, and journeys. Leaving a legacy is not about material things. It’s preserving family traditions and values for future generations. It always amazes me that watching a few hours of TV can stimulate
Developing an estate plan is perhaps one of the noblest actions you will take to ensure the efficient transfer of your assets to future generations in a manner that affirms your values and wishes. In addition to helping your heirs avoid probate and minimize family chaos after your death, a properly drafted estate plan also