Long term care planning
One of many good reasons people consult with me on their Estate Planning is to try figure out a way to avoid “death taxes.”
By death taxes, what they usually mean is Estate, Inheritance, and or Gift taxes.
There are no “inheritance” taxes in … Continue reading...
As a new year approaches, I am reminded by a friend in Massachusetts that this is a very good time to consider some basic legal documents all adults should have, A Will or Living Trust, a General Durable Power of Attorney and at a … Continue reading...
It’s Christmas eve and I’ve just been catching up on some back reading, including our local weekly papers, The Hook and Cville Weekly. In the latter publication, there was a reference to an article in the November 27 issue regarding hospice. I noted in … Continue reading...
For the past three years, I’ve watched my father struggle with age and debilitating disease.
My mother, his primary caregiver, also declined over this period, the emotional and physical strain causing her to age and struggle more than she might have otherwise.
We were … Continue reading...
Here’s one of the few ways we had to publicize things before we had blogs and social networking sites to post things on:
Honored to be invited to speak at Senior Center on the third Tuesday of EVERY month. This month we are doing … Continue reading...
The time is nigh! No, no, no…. not time to die yet.
But it is just about time for that fun political war over “death taxes”Actually, there’s really no such thing as a “death tax” Usually what is meant by “death tax” is actually … Continue reading...
You asked for it, you got it. A more in depth discussion on estate planning and the probate process.
Why would you want to “avoid probate?”
Do you need a trust? Why?
What are some other strategies for settling my estate?
What if I … Continue reading...
I don’t know about you, but I’ve been hearing about the “sandwich generation” for some time now.
In my life as an advertising executive (eons ago) we identified the “sandwich generation” as a distinct demographic (or “psychographic”) — one worthy of our attention in … Continue reading...
Typically, the first time someone calls me it is because they need a Will or other estate planning documents.
In the course of our initial consultation, I ask lots of questions, some of which is intended to draw out what their plans are for … Continue reading...
I’m often asked by people of all social strata about the need for a Trust. Why would someone need a trust rather than a will?
Like Jeff Foxworthy of “you might be a redneck if….” fame, my short answer is:
You might need a … Continue reading...