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The Only Constant in Life is Change

Wed 3 Jun, by on Estate Planning, Probate

The Only Constant in Life is Change

When circumstances change, so should your estate plan. Your estate plan was written to reflect your situation at a specific point in time –  and – as we all know – our lives continually change, unfolding in ways we might not have anticipated. Just like you meet with your doctor, financial advisor, or CPA on a regular basis, you need to meet with us on a regular basis as well. In this issue, we: Identify …

When Is It Critical to Review Your Estate Plan, and Why?

Wed 3 Jun, by on Estate Planning, Probate

When Is It Critical to Review Your Estate Plan, and Why?

Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time we see a doctor. Similarly, an annual planning meeting isn’t the only time you need to consider your estate plan. …

When is “living probate” necessary?

Fri 10 Apr, by on Estate Planning, Probate

When is “living probate” necessary?

If you become incapacitated, who is going to take care of you?  You will not be able to make medical decisions for yourself and you will not be able to manage your day-today affairs.  If you do not have the appropriate estate plan in place, your family may be headed to the probate court long before you are deceased. Conservatorship or Guardianship Proceedings In some states a living probate is referred to as a guardianship …

Myths We Tell Ourselves About Estate Planning

Tue 12 Nov, by on Estate Planning, Probate

Myths We Tell Ourselves About Estate Planning

Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks. Others talk themselves out of seeing a qualified attorney to put together an estate plan based on some of the following common myths: Myth #1: Only the Rich Need Estate Planning …

HIPAA: An Overview for Young Adults

Thu 26 Sep, by on Estate Planning, Probate

HIPAA: An Overview for Young Adults

The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and privacy. For minors, this is a non-issue because parents, as legal guardians, have access to their children’s medical information and are the ones making most of the medical decisions, as well as paying the expenses. However, once the individual turns 18 years old, he or she is no longer a …

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