The Basics

Accessing the Digital World

We are using the digital world more and more with each passing day.  Not only do we use it for communicating and entertainment, but we also use it for storing and accessing our asset information.   You may know your logins and passwords, but what happens if you pass away or are not able to access […]

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If You Own Your Own Home – Do You Know How It Is Titled?

Chances are, if you purchased your home from a third party, you know exactly how your home is titled – meaning whose name is on the deed.  But, what if your home has been in the family for generations and has passed among family members.  Is YOUR name on the deed?  Don’t know?  Well, here […]

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Safe Deposit Boxes

Do you have a safe deposit box?  If so, do you know what is in it?  Do you need it?  In my years of estate administrations, I have seen safe deposit boxes containing very valuable items such as jewelry, coins, silver and cash all the way to empty utility envelopes and the “stuffers” that we […]

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Things to Remember When Selling a House

The temperatures outside are hot and so is the current real estate market.  It is a seller’s market.  Just speak with a realtor or a real estate attorney.  Kelly Dugan, real estate attorney at Capehart, has shared that despite her years of handling real estate transactions, she is seeing new situations almost daily.  There are […]

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Last Instructions

If something were to happen to you right this very moment, how easy or difficult would it be for your loved ones to step in and take care of your affairs – whether you were temporarily unable to handle your affairs or if you passed suddenly?  Would they be able to find information as to […]

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Birthday Basics

You will never forget your birthday (even though you may want to). Every time you make another trip around the sun (a year), it is good to reflect on what has changed in your life and what you have accomplished. Estate planning is probably something that rarely is among these thoughts. Many people think that […]

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Joint Owner vs. POA

Getting your financials in order is something everyone would like to accomplish. Making sure that the bills are being paid isn’t something that many people want to worry about. As we grow older, we may need assistance from a family member or a friend. Assistance can be what we consider simple tasks such as getting […]

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Who’s on Your Team?

Team?  Do you really have a team?  Think about it – you certainly do.  In fact, you probably have several teams – medical, financial/legal, family, friends, etc.  In this blog, I am going to address the importance of your financial/legal team.  In years gone by, we would go to a doctor who would treat us […]

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Green Burials

These days, we hear much about “going green”, leaving an “environmental footprint”, “climate change”, etc.  We are all responsible to do our part to preserve and protect our environment while we are alive.  But, what about after we die?  Can you still do your part? Hmmmmm. Think about how much wood is used to make […]

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Long-Term Care Insurance

The cost of care in a nursing facility continues to rise.  The cost of the same is dependent upon the location, the level of care provided and the needs of the resident.  I have seen monthly care statements in excess of $10,000.  So, if you should need this type of care, will you be able […]

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