Getting The Estate in Order

By |2021-04-19T11:23:46-04:00April 19th, 2021|Estate Planning, Financial Planning|

Covid-19 has changed life forever in more ways than we can count. It has also changed end-of-life estate planning and estate modification. It can be very difficult having that conversation with a spouse who’s dying. Estate planning conversations are often put off because they are a reminder of the inevitable for every mortal on the planet. But when one spouse [...]

Don’t Forget the Health Care Power of Attorney

By |2021-03-09T08:33:32-05:00March 9th, 2021|Estate Planning, Financial Planning|

The mention of estate planning usually evokes thoughts of a will or trust. But there are other documents that should always be part of any estate planning package, such as a living will, a durable power of attorney, and a health care power of attorney. Planning for the distribution of your assets after you’re gone is certainly important. But what [...]

The Estate Planning Excuses Game Show

By |2021-01-11T10:55:08-05:00January 11th, 2021|Estate Planning, Financial Planning|

Welcome to the show, where you, as part of the studio audience get to hear some of the most common reasons why people don’t plan for the distribution of assets after they’re gone. Listen closely, so you don’t make the same excuses. Okay, maybe that’s a little over-the-top, but not creating an estate plan, even a basic one, opens the [...]

Take Advantage of These COVID Estate Planning Opportunities by the End of 2020

By |2020-12-07T09:00:51-05:00December 7th, 2020|Estate Planning, Financial Planning|

May you live in interesting times. Although that sounds like an ancient blessing, it’s believed to be a Chinese curse casting instability and uncertainty on the person who hears it. Blessing or curse, it’s a great description of the year we’ve just come through, and in spite of all the turmoil, there are some things you can do before the [...]

Tips for Being an Estate Executor

By |2020-11-16T09:11:41-05:00November 16th, 2020|Estate Planning, Financial Planning|

Over the years I’ve had clients who knew they’d been named in estate planning documents as executor of an estate, and I’ve had others who found out only after a relative died that they had to settle an estate. In most cases, I’d get a call asking, “What do I do?” Here are some things I’ve learned working with clients [...]

Choosing the Right Trustee

By |2020-10-19T11:25:44-04:00October 19th, 2020|Estate Planning, Financial Planning|

You’ve done all the planning. Your trust is set up. You’re comfortable that your estate will be distributed exactly as you want. There’s just one more decision to make—an important one. Who should be the trustee? James J. Ferraro, JD is vice president and legal counsel at Argent Trust Company. He says there is much to consider when choosing a [...]

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