The Basics

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 […]

Share

Read More →

Read More →

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 […]

Share

Read More →

Read More →

Estate Planning and Religion

When engaging in estate planning for individuals, attorneys must be diligent in asking the right questions, not only for financial purposes and the objects of one’s bounty, but also for religious beliefs and practices and to complete the planning by honoring the wishes of the individual doing their planning.  If you are doing your estate […]

Share

Read More →

Read More →

In-Home Paid Health Care

Today, many people are planning to age in their homes, which may result in the need for in-home paid health care.  There are many considerations to be made for the protection of the person being cared for, the caregiver, and the family of the aged.  Are you hiring a companion or a health aide?  The […]

Share

Read More →

Read More →

Safekeeping Original Documents

Where are your original estate planning documents?  In a safe place – right?  That safe place could be a safe deposit box at a bank, a fireproof box or safe in your home. Hopefully, not in a container that could burn or perhaps suffer water damage if there was a fire.  There are certain documents […]

Share

Read More →

Read More →

Recordkeeping for Stocks Not In a Brokerage Account

Gone are the days of paper stock certificates to evidence ownership of stock.  Now, if your stock is not held in a brokerage account, it will be held in a statement account with a transfer agent such as Computershare.  If your shares are held in a brokerage account, you will have the availability to have […]

Share

Read More →

Read More →

Know Your People

“People”?  Yes you have “people”, we all have “people”.  So, who are your “people”?  They include, but are not limited to, the beneficiaries under your will and/or trust, beneficiaries of life insurance and retirement-type accounts, parties named to serve as executor or trustee, agents under your power of attorney and living will.  Yes, I can […]

Share

Read More →

Read More →

Spring Cleaning

With all of us sheltering in place, we are probably doing some long overdue cleaning and going through things that we have accumulated.  Among the accumulation, we probably have seen financial records we forgot we had.  So, what do you keep?  What do you shred?  (And please, don’t just rip into a couple of pieces […]

Share

Read More →

Read More →

Staying Calm During Market Fluctuations

The Coronavirus has put the world into a tailspin.  The impact has gone far beyond the individuals who have contracted the Virus and been taken ill.  You hear of more and more cases in the US every day, which are causing behaviors affecting our everyday lives.  So, what can we do?  STAY CALM.  Being reactive […]

Share

Read More →

Read More →

The SECURE Act

Congress recently passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act which affects our nation’s retirement system significantly.  It is hoped to help Americans save more by making it easier for individuals to fund their retirement with their own savings. There is concern that with Americans living longer, a significant portion of Americans […]

Share

Read More →

Read More →

Top