National Estate Planning Awareness Month

It’s estimated that more than 120 million Americans do not have updated estate plans, according to www.AmericanBar.org. Unlike the fun, daily holidays, such as national pasta day, that we like to celebrate with delicious dinners and social media hashtags, the National Association of Estate Planners & Councils (NAEPC) created a congressional proclamation for it in [...]

National Do Something Nice Day – Pay It Forward!

In just the last month or so, our nation has seen incredible devastation: hurricanes, earthquakes, and the Las Vegas mass shooting. National Do Something Nice Day Hearing about all of these tragedies so close together can make it seem as if the world is caught in a negative rut, but that couldn’t be farther from [...]

October is “Organize Your Medical Information Month”

Think about this: there are about 5 million Americans living with Alzheimer’s – only one of many incapacities a person can endure – and only 40 percent of Americans have a medical directive. Living with any illness, disability, or other incapacity is understandably challenging. However, ensuring that you have a patient advocate designation, also called [...]

Undue Influence: Recognize the Signs. Stop the Abuse.

Your aunt was in a car accident. Thankfully she made it through, but the injuries she sustained required that she have a full-time caregiver. Your cousin, her eldest, adult child, took up the role. You visit your aunt frequently, and you have noticed she is not making rational decisions that are in her best interest [...]

Probate? Attorney Fees? How Am I Supposed to Afford All of This?

For many, investing money in anything results in our guilty consciences needling us with a million questions: “Do you really need this?” “Will it make me happier or make my life easier?” And, of course, “How am I going to pay for this?” Hiring a probate attorney is undoubtedly one of those investments. Admittedly, attorneys [...]

Is It Really Possible to Plan for a Disaster?

When disaster and destruction are on their way, there is rarely any time to plan. We saw this devastation first-hand through the stories of our loved ones and the reports on national television in the wake of hurricanes Harvey and Irma. Thousands of people scrambled to decide not only what was too valuable to lose, [...]

Fund Your Trust. Fill Your Crust!

Creating a trust is much like baking a pie. Whether you’ve bought a pre-made crust or made your own, there is still some prep in readying it for filling. “Creating” a trust is the same as preparing a crust – you’ve given shape and form to the trust, but it’s still empty. And no one wants [...]

Drive Sober or Get Pulled Over

In America, approximately 27 people die per day as a result of drunk driving. Drive Sober or Get Pulled Over: A Two-Week Reminder to Save Your Life On Friday, August 18, the annual “Drive Sober or Get Pulled Over” campaign went into effect across the country. The two-week movement is a reminder to all about [...]

Will Your Business Die With You?

As warm summer breezes slowly transform into cool Fall days, we begin dusting off the to-do list we started pre-June. For many, it’s weighted by our every-day business needs: preparing for tax season, annual reports, charitable holiday giving, and rearranging our work schedules to better align with our kids’ new school schedules. While I’m sure [...]

WHAT IS A HEALTHCARE POWER OF ATTORNEY/PATIENT ADVOCATE DESIGNATION?

As mentioned in a previous blog post titled “The DL on POAs,” a Power of Attorney (or “POA” for short) is a legal document that gives another person, who is often called an “agent,” the authority to act on your behalf should you become incapacitated and unable to care for your own affairs.  The two [...]