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posted: May 21, 2013
Ernest Becker, the Pulitzer Prize-winning psychologist and author of The Denial of Death wrote, “…what man really fears is not so much extinction, but extinction with insignificance.” Estate Planning is so much more than the distribution of “things” and “money”. Estate Planning, if you truly look to the underlying motivation of why we even create [...]
posted: May 17, 2013
It is quite often the personal property that causes the most heartache and disruption in families after a death. Although, money doesn’t usually have any sentimental attachment, it can cause issues of its own on an entirely different level. But personal property can have a perceived value far beyond its actual monetary worth. For example, [...]
posted: April 21, 2013
If you already have Advanced Directives (Durable Power of Attorney and Health Care Power of Attorney) in place and you are going through a divorce or are recently divorced, you have some very important steps to take NOW! Without a doubt, your divorce will have a major impact on your estate plan. I know…this is [...]
posted: April 8, 2013
Good and bad “things” happens every day to every one of us. These “things” are what make us who we are. How we allow the “things” to affect our lives is what our life ultimately becomes. Zio Giovanni’s death is my “thing” that changed the rest of my life. He had a great sense of [...]
posted: March 19, 2013
I have posted this story before. I think it is important to share it again…to emphasize the reality of the affect our planning today has on our family when we are gone. Thank you to my sister in law for sharing her feelings and putting them into words for me to share! “I love those [...]
posted: February 15, 2013
It is a smart idea to have your Estate Plan reviewed every year or two to ensure your current plan accurately reflects any changes in your family circumstances. The life events listed below should also be a reminder to you to have an Estate Plan prepared if you do not currently have one…certain events could [...]
posted: January 31, 2013
If you don’t have a written Estate Plan do any of the justifications below sound like ones you may have used? 1. I have no idea who to call, why bother. 2. I don’t want to talk about my own death or illness; my family will just figure it out. 3. I don’t know the [...]
posted: January 7, 2013
When it comes to Estate Planning timing is everything. Some say it would be wonderful if we each had a crystal ball; this way we would know when we would die and when and if we would get sick. Personally, I think a crystal ball would change our daily lives so drastically that it would [...]
posted: December 10, 2012
If you have a Revocable Living Trust (or a Last Will and Testament for that matter) you need to consider several things. A very short list (very very short list of what you need to consider!)… 1. what are your asset? 2. what is the value of each asset? 3. who is to receive your [...]
posted: May 25, 2011
The decisions regarding placing a family member into a nursing home are some of the toughest that a spouse, child or family member will be faced with. The decision is not just based on finances, but is deeply rooted on emotions… which by the way are not consistent day to day. Unfortunately, many people do [...]
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