by msmyers | Jul 22, 2015 | Estate Planning
Summer is in full swing, but I am reminded by my intern that most colleges start in less than a month and he will be heading off to begin his college career at the University of Texas! In addition to meeting his roommate, shopping for dorm supplies and attending...
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...
by msmyers | Oct 18, 2014 | Estate Planning
You may have heard that trusts are better than wills, or vice versa. Both estate planning tools are used to distribute assets and property, and each has its advantages and disadvantages. Some of the differences between Wills and Trusts are highlighted below: Privacy:...
