What Matters to Me Workbook

My favorite topic! If you have been reading these newsletters, then you know that the subject that I return to over and over again (and again and again) is the health care proxy and the importance of advance care planning.  If you are ever in a situation where you are unable to make your own...
Continue reading…

Useful Info During COVID v.4

Dear Friends, This is our fourth newsletter during these interesting COVID times.  It's funny - my writing bug tends to come in waves and then go away for a while.  Apparently it's been sticking around lately.  I'm sure you can relate when it comes to your writing, art, or hobbies.  This week I want to...
Continue reading…

Useful Info During COVID v.3

Dear Friends, This is our third newsletter during these interesting COVID times.  This one shares useful info, plus something beautiful.  You can revisit our prior newsletters here. Share Your Care Wishes with the People Who Matter Most: None of us knows when our health will take a turn.  The...
Continue reading…

E-Newsletter: Useful Info During COVID

Following is the text of our recent e-newsletter. If you would like us to add you to our e-newsletter mailing list, please visit our homepage. ———– Dear Friends, This is our second newsletter during these interesting COVID times. The first newsletter offered legal information. This one shares useful info, plus something beautiful. You can revisit our...
Continue reading…

My Loved One Died.  Do I Need to Probate a Will?

When someone dies and has a will, the obvious question is, “What do I do now?” The best thing to do is to see a lawyer who specializes in estate planning and probate.  You will bring to that meeting everything you can find about the deceased’s assets and finances: deed, mortgage papers, bank statements, brokerage...
Continue reading…

How Not to Sign Documents for Your Parents

Very often, adult children find themselves in the position of signing documents on behalf of their parents.  This could take the form of signing a parent into a hospital or nursing home, signing a Medicare notice, signing the lease at an assisted living, etc. When signing documents for a parent, do not sign just your...
Continue reading…

Should I Have a Trust?

I hear this question a lot when I teach seminars.  If you’ve been to a seminar, you have heard me say that “trusts come in many flavors.”  There are all sorts of trusts, and whether you should have one depends entirely on your situation.  I would say that about one-third of my clients need...
Continue reading…