Posts Categorized: Healthcare

Which life events require an immediate estate plan update?

Since your family’s needs and circumstances are constantly changing, so too must your estate plan. Your plan must be updated when certain life changes occur. These include, but are not limited to: marriage, the birth or adoption of a new family member, divorce, the death of a loved one, a significant change in assets, and a move to a new state or country. READ MORE

How to Build Freedom From Court Interference Into Your Life Planning

Deciding on a Power of Attorney and having a fully funded Revocable Living Trust are just two of the many steps we can take together to keep your affairs free from court interference at incapacity and at death. With a solid estate plan prepared by a Trusted Advisor you can take comfort knowing that everything you’ve worked so hard to build and maintain will be passed along to only the people who matter most. READ MORE

Embrace the Emotional Side of Estate Planning

When you hear the phrase “estate plan,” you might first think about paperwork. Or you may focus on some of the uncomfortable topics that estate planning entails: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone. But while that could feel like a reason to avoid estate READ MORE

Not Just Death and Taxes: 4 Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes, it must contain incapacity planning.  A proper estate plan includes a plan in place to manage your affairs if you become incapacitated during your life and can no longer make decisions for yourself. What happens without an incapacity plan? READ MORE

8 Estate Planning Things to Do before you Travel

Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip. Taking care of these will help you travel with peace of mind, knowing that if you don’t return due to serious illness or death, you have made things much easier for those you love. READ MORE