Estate planning is you deciding about your life and your family; what you want, not what a judge decides for you. The “Last Will and Testament” (from now on we will just say “Will”) is the key document to do that. This is where you pin down what you want in clear and enforceable language. […]
Estate planning can be fun for you and your family is a strange idea, I know. The eventual fun is this. When that last Domino you set up falls into place so you and your family have the protection you and they deserve. Remember that game of setting up Dominoes so you push the first […]
Estate planning is not just about money. Children are a family’s most important asset. ESTATE PLANNING IS KID‘s STUFF™! is a manual for families with minor children (and Grandparents too). Perfect for holiday and baby gifts; a path to peace of mind about this most important responsibility.
The Annual Enrollment Period for selecting Medicare choices is well underway. Medicare coverage decisions can only happen during the period of October 15 to December 7 of each year. “Special Election Periods” allow, in specific circumstances, changes during other parts of the year. The Annual Enrollment Period gets much attention, advertising from insurance companies and […]
PROBLEM Imagine grandparents in a bank setting up a new certificate of deposit. The bank clerk tells them they could leave the money to their grandchildren and avoid probate doing it. How? Make the account “John and Jane Grandparent i/t/f Grandchild.” […]