Blog: News Clients Could Use

I have recently observed a client concern that I would like to share with you. When a person does not take the time to make pre-need funeral arrangements, if can cause conflict among the survivors. In certain situations the conflict may require resolution by a Court. To benefit our clients and help ensure that their…

When you left our office after signing your trust agreement you had peace of mind knowing that your estate plan was legal and enforceable. If you decided that you would fund the trust on your own did you complete that process? When you choose to handle things yourself we do not have an ongoing duty…

If you own a long term care insurance policy it is imperative that you notify your agent or insurance company that you want to designate a second addressee on the policy. This is important because if you fail to pay your premium, and the grace period has lapsed, and there is no secondary person to…

Welcome to our new column where we share a planning tip to help you and your family. Tale: A new client retained our services to probate her Father’s estate. We asked the daughter to identify the children of her father – both those born to the family as well as adopted. Sheepishly she told us…

Happy New Year 2011! What a great time to create and achieve new goals that bring you peace of mind and fulfillment. We encourage our clients to have a legal check-up a minimum of every three (3) years. Why? The simple answer is that life’s circumstances change which can affect the advice we have previously…

Recently, one of our clients for whom we did long-term care planning for his Mother called to advise that his Mother had passed away. While her passing was a sad event the client had the peace of mind of knowing that he had arranged for the best possible care for his Mother and she had…

The new estate tax exemption, signed into law by President Obama, is $5 million dollars per person. A married couple can pass on wealth of $10 million. The law is retroactive to January 1, 2010. This means that any anyone owning total assets valued under $5 million at death will not incur an estate tax.…