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Estate Planning
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So You’re Named as a Beneficiary. Now What?
I’m as guilty as any other estate planning attorney when it comes to telling clients with very small, simple estates and whose only goal is to avoid probate to “just name your child as the beneficiary on everything. When you die, he just needs to …
Estate Planning
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Proactively Planning for Long-Term Care
No one wants to think about needing long-term care. But, as we’re living longer and longer, the chance that we’ll need it becomes greater and greater. There are things that can be done long before the care is needed, and, as in most things in …
Estate Planning
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The Importance of Legal Names
In this video, Cindy discusses why it’s important to make sure you have the correct legal names (as well as contact information) for everyone and every organization that may be mentioned in your estate planning documents – before you meet with your attorney. Other articles/videos …
Elder Law
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Technology to Assist Caregivers
This article caught my eye. By 2030, more than 8 million Americans are anticipated to be living with some form of dementia, and many will depend on round-the-clock in-home care. Think about that for a minute – 8 million people needing care due to dementia. …
Elder Law
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Joint Account Warning … Again
In this video, Cindy discusses … again … why joint ownership on bank accounts, investment accounts, real estate, etc., are generally not a good idea and should never be done merely for “convenience”. Other articles/videos you may find interesting: Timeshares: The Inheritance No One Wants …
Estate Planning
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The Horrors of Homestead at Death
Did you know that your Florida homestead could be a problem when you die? Most people don’t, and this results in pretty constant income for probate attorneys. As much as I appreciate having your children pay me for the probate of your home, I’d prefer …
Estate Planning
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Using a Standby Minors’ Trust
In this video, Cindy discusses what a standby minors’ trust is and how it works. Other articles/videos you may find interesting: Understanding Your Trust Document Including Pets in Your Estate Plan Ready to make sure everything’s in order for your loved ones in the event …
Estate Planning
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Guns and Dementia: A Difficult Topic
I came across this article recently and it really made me think. This is such a difficult topic for families dealing with dementia – it can be even more contentious than taking away someone’s car keys. Of course, possessing and driving a car is not …
Estate Planning
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“Protecting” Assets Means Giving Them Away
“How can I protect my assets from Medicaid?” I get this question a lot. The long answer is complicated, but the short answer is that you can protect your assets from being counted or taken away by nursing home or the government only if you’re …
Estate Planning
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Your Estate Plan is Your Decision, Not Your Lawyer’s
Have you ever noticed that some attorneys refer to themselves as “Joe Smith, Counselor-at-law,” instead of Attorney or Attorney-at-law? And, in court, the judge and opposing attorneys refer to attorneys as “Counselor.” When you get in trouble with the law, you’re advised to seek legal …
You wonder whether your granddaughter will think of you fondly when you’re not around anymore.
You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.
Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.
