by msmyers | Mar 7, 2016 | Estate Planning, Probate, Retirement
With every client we discuss the important of Life Insurance as well as its non-probate character, in other words, as long as a beneficiary is named other than the estate, the policy will pay out directly to that beneficiary, rather than passing according to will (and...
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 | 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,...
by msmyers | Oct 18, 2014 | Elder Care, Estate Planning
When starting the Estate Planning process, I ask clients to think about their “People of Interest” and alternates. We discuss the roles of Executor, Trustee and Guardian and the qualities the persons serving these roles should possess. The Executor is the...
