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Category: Financial Power of Attorney

Don’t Be Afraid of Estate Planning…

Don’t Be Afraid of Estate Planning…

All work and no estate plan makes Jack a dull boy. All work and no estate plan makes Jack a dull boy. I know estate planning ranks right up there with having a root canal. But, I do my best to make going through the haunted hotel of estate planning as painless as possible. The most difficult part for many is starting. And getting started is as simple as scheduling an initial consultation. During our consultation, I’ll ask you what…

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Updating Your Estate Plan in 2021

Updating Your Estate Plan in 2021

Updating your estate plan with COVID-19 in mind is something everyone should do this year. We will still be dealing with COVID for several more months. Regardless of whether a pandemic exists, reviewing your estate every now and then is always a good idea. During COVID-19, the time is now rather than then. Re-familiarize yourself with your estate plan documents. Carefully read, through them looking any changes to your plan, especially keeping in mind the challenges of living in a…

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Back to School Estate Plan During COVID-19

Back to School Estate Plan During COVID-19

If you work in a school, have a student, or an adult student; I urge you to seriously consider getting your estate plan together. Since I’ve worked in the public school system as a teacher; I know they are some of the germiest places on earth. To keep healthy while I was teaching, I used at least a half a dozen different ways to “high five” students without ever touching them. Kids get germs from school. They’re going back to…

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5 Reasons Why DIY Estate Planning Isn’t Worth It

5 Reasons Why DIY Estate Planning Isn’t Worth It

Whenever someone famous dies without a will, people talk about getting  their will done and which type of service to use.  Currently, Americans have many choices, which include; website services; legal subscription services; purchasing software; purchasing hard copies at a bookstore or ordering online. My advice however, is rather than Doing It Yourself (DIY) work with an estate planning attorney to get your estate plan in place. Everyone needs an estate plan and it’s something everyone should do.  The majority…

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