Am I “Adulting”?
Before you ring in the new year, don’t forget this year-end checklist! Review Estate Planning Documents (Trust/Will, Financial/Medical POA, and HIPAA). If you already have had documents prepared, the end of the year is a perfect time to review them to make sure that they are still meeting your needs. If you do not have […]
Talking Tradition: Estate Planning Conversations With Family During the Holidays
The holidays can be a prime time to discuss estate planning issues because everyone is gathered together, often from various parts of the country or world. While the holidays can be difficult, there is a collective intention of general good will, and the holidays are traditionally a time of handing down traditions. So talking about […]
Packing For College? Here’s Why a Power Of Attorney is a Dorm Room Essential
When I was a judicial clerk, my judge used to say, “do you know why babies become teenagers? Because, otherwise, parents would never ever want their babies to leave the nest.” (Yes, brilliant woman). As a parent of a small child, I see her point. I want my child with me all the time. As […]
The Advantages and Disadvantages of Revocable Living Trusts
Have you ever wondered by people decide to get revocable living trusts? DuBois Levias Law Group spells out the pros and cons for you: Advantages Avoids Probate: When your assets don’t go through probate, they pass more quickly to your heirs and beneficiaries and they are not diminished by the costs of probate. Flexibility: A […]
