Blog
When is a Conservator Needed?
A conservator is a court-appointed guardian over an adult when they cannot manage their own financial, legal, or medical affairs. Typically, that individual does not have the ability to make decisions for themselves. Often the individual either is developmentally...
The Myth of the Simple Will
I miss Mayberry. Life was simpler, sweeter. A man’s word was his bond. A yes was a yes, and a no was a no. Today’s world has become a hustle-n-bustle of traffic, high-rises, and complications. That creates frustrations and a need to make things simpler. But when it...
What end of life decisions are essential?
1. Prepaid Funeral Plan To ease the burden of family, many people choose to pre-pay for the funeral expenses. AARP recommends setting up a separate bank account just for burial expenses. Make sure to earmark it as “Burial Expenses” with a Pay on Death (POD) of the...
The Four Stages of Planning
In the past estate planning has focused on what happens when we die and financially devastating circumstances associated with death. However, most of us need an estate plan that is flexible. The plan should include what happens if we get sick and die as well as what...
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