Planning For Yourself: Personal Care and More

When considering estate planning or planning for care, both individuals and couples are well-served to consider their own long term care needs and the associated expenses. While everyone’s situation and planning needs are unique, there are some common concerns that tend to arise for individuals or couples who do not have children. Read More

Timeshares and Estate Planning

If you have a timeshare, you likely also have many wonderful memories of vacations with your family. Did you know that you can ensure your family’s ability to continue enjoying vacations at your timeshare property even after your death? Read More

Estate Planning Related Facebook Links

Have you ever wondered what would happen to your Facebook profile if you passed away? Since Facebook started providing users with the option of having their account memorialized, naming a legacy contact, or deleting their account, you don’t have to wonder anymore. Read More

Naming Your Retirement Plan Beneficiary

You’ve taken the time to list your spouse and children as beneficiaries on your work sponsored retirement plan or IRA (“retirement plan”), but are they listed individually, or as beneficiaries to a trust? The answer is important, because each achieves a very different outcome. Read More

The Crucial Documents Your 18 Year Old Needs

As a parent, you have always had the ability to make medical decisions for your child, but when your child turns 18 years old and is legally recognized as an adult, that ability disappears. Because of healthcare privacy laws (HIPAA), you also lose access to anything related to their medical records. Read More

Protecting Your Pet in Case of Your Death or Incapacity

While we have many people in our busy lives, our pets have only us. Everyone needs an estate plan, and no pet owner’s plan is complete without ensuring that his or her beloved pet is provided for. Have you thought about what would happen to your pet if you are deceased or incapacitated? Read More

Transferring Airline Miles to a Beneficiary

Where have you traveled with reward miles? Did you know that you may be able to share your love of travel by passing on any miles that remain in your account when you pass away? Today’s frequent flier programs allow one to amass points that are, most liberally, a form of currency, and most conservatively, something of value. Read More

Preserving Digital Memories and Assets for Your Loved Ones

What would happen to photos or videos stored on your hard drive, or uploaded to a photo sharing site when you pass away? What about your email and social media accounts, or the data on your smart phone? Or your iTunes library and eBook purchases, or your online banking and shopping accounts? Read More

Will Your Estate Be Required to Pay Your Student Loans?

With the cost of higher education increasing well beyond the rate of inflation every year, it is no surprise that most adults have student loan debt. Whether it is your own debt, or debt that you incurred when you co-signed a student loan for your child, it is estimated that at least one in three adults over age forty are paying on student loans. Read More