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Today’s post in my series about Estate Planning Common Questions concerns a legal document called a Power of Attorney.  First, a Power of Attorney is providing legal authority to someone else to act on your behalf. Clearly, you would choose an individual you...

Estate plans should never be cookie-cutter. Each estate plan should be customized to your unique situation and needs to protect you, your loved ones and assets. Anytime you can learn how to ensure your plan is the best it can be, is a good thing. The following...

This continues my series related to estate planning and common questions; this post is about a living will, what it is, and if you need one.   First, a living will is a legal document that outlines your wishes regarding medical treatment and end-of-life care in...

I have found Kiplinger online often has some very informative articles about estate planning, among other topics.  This is one of them, published on 12/30/24 and written by Adam Shell.  Take a look. "What is a living trust? A living trust lets you decide how...

In reality, how terrible is it not to have a will? Especially if you're single or married without children? Here's the scoop.     IF YOU DON'T HAVE A WILL: When someone dies without a will, they are said to have died "intestate," and the distribution of...

You may have seen some of these before, but this article about celebrity estate planning mistakes from Kiplinger, 9/20/24, by Kaitlin Pitsker, would make an interesting read as we kick off 2025. These are great tips for what NOT to do. "As if dying isn't bad enough,...

I posted a version of the following post two years ago, but I think there is value in posting again. We have just crossed the threshold in 2025. A fresh new year. A "do-over," if you will. Many will make difficult resolutions that even the most determined can't keep....

This recent article in the Washington Business Journal, 11/15/24 by Kristin J. Hall, may be of interest to you as we look ahead to 2025. It's a quick read. "As 2024 nears its end, new and potentially expiring laws can dramatically affect your estate planning. What do...

About a week ago, I listened to an interview with a psychologist who has conducted research into gifting from the perspective of the gifter and the giftee.  It seems that those who buy gifts prefer the instant gratification they receive from giving a tangible...