by msmyers | Jan 30, 2020 | Estate Planning
“Losing your last surviving parent is hard enough. But being the arbiter of which of your parents’ and grandparents’ treasures get saved and which end up sold, donated, or in a landfill? gut-wrenching. The lesson we have learned from this experience? Most of the...
by msmyers | Jan 16, 2020 | Estate Planning
A Medical or Health Care Directive is an essential component of your estate plan. But what exactly is a [medical] directive? “It is a legal document in which an individual specifies their decisions for caregivers in the event of illness or dementia and directs...
by msmyers | Jan 7, 2020 | Estate Planning
Is Estate Planning on your New Year’s Resolution radar? Here are some things to think about: Estate Planning New Year’s Resolutions: Resolve To Plan Better
by msmyers | Dec 19, 2019 | Estate Planning
As the spouse or family member of a deceased person or an executor of an estate, you may need to obtain the credit report of a deceased person. This article breaks down the process: How do I obtain a credit report for a deceased person?
by msmyers | Dec 10, 2019 | Estate Planning
We recently spoke with someone who is experiencing the unexpected death of a family member who had no estate plan in place. They are understandably overwhelmed and unsure of what to do next. We encourage you to plan for the unexpected and not leave your loved ones in...
by msmyers | Nov 12, 2019 | Estate Planning
“Congratulations! You’ve been meaning to create an estate plan for a long time — and now you finally have a health care advance directive, a durable power of attorney, a will and maybe even a revocable trust. You’ve accomplished something important for you and...
