Tag: estate plan
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KEY PEOPLE IN YOUR ESTATE PLAN
During Your Lifetime Healthcare Agent In your Healthcare Power of Attorney (HCPOA), you appoint individuals who will serve as your Agent and your Successor Agent for your medical decisions. You’re HCPOA Agent cannot act on your behalf until and unless your HCPOA is “activated” by two (2) physicians who have evaluated you and determined that…
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“I Love it when a plan comes together (…and can be found)”
You’ve taken the long view. You’ve done the research. And you’ve made a plan. A plan for who is going to help you if you lose capacity (power of attorney documents) and a plan for how to distribute your assets after your death. But those plans won’t come together if they cannot be found. A…
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As we close the books on 2022…
We want to share a heartfelt thank you to our clients as 2022 draws to a close. This year has been one of growth as the firm celebrates its 10th year in business. The success of the firm is directly related to the relationships we have developed with our clients – both new and long-term.…
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Estate Plan: What to do with a problematic in-law?
I see the impact of problematic in-laws on a weekly basis. To be clear, I struck gold with my own in-laws. They are extremely supportive and loving. I don’t think I’m going out on a limb to say the feelings are mutual. One of the hardest things about social distancing to prevent the spread of…
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Pumpkin Spice Estate Plan
New clients in the month of November receive a gift certificate to enjoy Wilson’s Coffee and Tea with your completed estate plan. Bundled Estate Plan Gift Certificate: Married Couples – $100Single Individual – $50 Unbundled Estate Plans – $20 *Contracts must have initial consultation in November and executed prior to 2021 Get Your Pumpkin Spice…
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Happy Father’s Day, dad
my father posted on Facebook that he tripped and fell while on a walk and ended up having to go to the ER. Although we were Facebook friends, we had not talked in years.
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Women and Wealth
Women control more private wealth than ever before. Today, women control 1/3 of US household investment assets and 51%, of all personal wealth in the US. Women are poised to control a majority of the investment assets as well. In fact, some financial experts predict that women’s control over personal wealth will increase 30% to…
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Estate Planning: a Perfect Side Dish to Thanksgiving Dinner
Thanksgiving can be a happy time to visit with your friends and family. People often take this time to reflect on what you have to be thankful for and often that is your loved ones. It is also a perfect time to talk about your estate plan. One of our clients started a tradition a…
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You Can’t Take It With You! – A Halloween Candy Story.
After a night of trick or treating, our son consumes nearly all of his Halloween candy before we make it home. If it were left up to him, he would eat the entire bucket that night. In contrast, one of our daughters will first organize her candy into chocolate, gummy, hard candy, etc. She will…
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Elder Law Attorney v. Internet
In the age of Pinterest boards, YouTube videos, and political Tweets a “do it yourself” mentality pervades our society. DIY can be a good route for home decor, it’s not always the best idea for estate planning. An experienced elder law attorney can help you put together an estate plan that works for you, your…
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