by msmyers | Sep 4, 2015 | Elder Care, Estate Planning
For many clients, thinking about estate planning is about as enjoyable as scheduling a root canal. Thinking about death and making decisions in the event of later incapacity is difficult, stressful and often a process that many put off. On the other hand, making a...
by msmyers | Apr 2, 2015 | Elder Care, Estate Planning
Approximately 35% of American homeowners have at least one cat and 42% have at least one dog. Pet owners should consider what will happen to their pets upon their death or incapacity. Some pet owners carry an “Animal Card” in their wallets or “Animal Door Sign” to...
by msmyers | Apr 2, 2015 | Elder Care, Estate Planning
A Trustee is a person or entity (for example, a bank) given the responsibility of managing the property for the benefit of another person (beneficiary) according to the Trust terms (instructions) set out by the Trustor (Trust creator). While a Trustee is not expected...
by msmyers | Jan 3, 2015 | Elder Care, Estate Planning
An executor is named in a Will to manage the decedent’s affairs upon the decedent’s death. Before naming an executor or agreeing to serve in the role of an executor, there are a few things to you should know. An executor is given the responsibility of...
by msmyers | Oct 18, 2014 | Elder Care, Estate Planning
Our long, hot summer is now over and while we look ahead to the holidays, it is a good time to think about your future and, if you have children, their future. Do you have a Will? Does your Will reflect your current family situation? Have you already planned for the...
by msmyers | Oct 18, 2014 | Elder Care, Estate Planning
Most clients know that they need a Power of Attorney in the event that they become incapacitated, but many do not know what other documents they need. Still, others are not aware that these documents are only effective during their lifetimes– when you die,...
