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1. How can I plan to keep my pet should I become divorced? As a person gets ready for marriage, sometimes the thought of an eventual divorce can lead the couple into an attorney’s office to obtain a pre-nuptial agreement. But, it can happen that the most important asset, a pet, is left out of […]
Interest rates are lower than they have been for some time, which presents estate planning opportunities, whether you have existing plans or are just beginning the planning process. Perhaps you have loaned money to your child so she could invest in a business or to some other family member to help him navigate a tough […]
With the recent death of Kobe Bryant, world renown sports star, the Byrant family and the world mourned a terrible loss. And in Kobe’s own family, after the shock of the death, funeral, and then review of his estate, it became very clear that Kobe had left his daughter Capri out of his trust. Now […]
Many of us have a little extra time on our hands these days, which allows us to spend more time with family and a unique opportunity to consider what estate planning we need in place to protect ourselves and our loved ones. Maybe you have estate planning in place but much has changed since it […]
When planning one’s estate, it may seem that the primary focus is about securing and passing on wealth to the next generation. Although wealth succession planning is integral to every estate plan, there are other types of “non-material wealth” that may include your faith and religious convictions. Indeed, an important question to ask when planning […]
It is without a doubt that sickness slows down the events in each person’s life, sometimes leading to death. And during the time of the “Black Plague”, the Danse Macbre showed how death was personified summoning persons from all social classes to dance along to the grave for the unfortunate few as a memento mori […]
Charitable giving most often comes from a spirit of altruism, and a person’s desire to do something for the common good. If you think about the causes you care about most, then have you ever considered further the positive effect your giving has on your own life? The question that must always be asked when […]
1. Medical Documents for the Hospital Whenever a mother goes to the hospital to deliver her baby, it is vitally important that she provide copies of certain estate planning documents to the hospital and her physician. Such documents include mom’s (1) Health Care Power of Attorney, (2) HIPAA authorization, and (3) her Living Trust and […]
If the saying by Benjamin Franklin holds any truth that, “an ounce of prevention is worth a pound of cure”, then certainly taking time to plan your estate can eliminate questions about what will happen to your property, assets, or business, when you die. However, many people have the mistaken notion that if they do […]
When faced with a difficult situation, using “pre-printed” or “canned” financial power of attorney (i.e., downloadable forms, documents borrowed from someone else, or those prepared by non-lawyers), will often result in more legal problems than one cares to have. The reason is because most pre-printed financial powers of attorney fail to include provisions required to […]
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