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Estate Planning

Estate Planning
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January 14, 2013

Continuing Care Retirement Communities

A Continuing Care Retirement Communities (CCRC) is a progressive development in housing alternatives for active and engaged seniors, but with an assisted living component and even a nursing home. Wouldn’t it be nice if you could find a place to live for the rest of your life? Namely, a place that is comfortable, so that as you (or your spouse) require more care, you wouldn’t have to leave your complex, leave behind friendships and support systems, or face the uncertainties of future care needs?

Estate and Trust Administration
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January 7, 2013

Digital Assets – An Estate Plan for Your Online Identity

Asset collection is very different now because many of these treasured items that used to have a physical presence are contained within computers or virtual archives in the cloud. In our mobile society, it can be very difficult to locate an asset, or once located, to gain access without a password. This data is known as a “Digital Asset.”

Estate Planning
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October 15, 2012

Preparing for Guardianship

When a loved one cannot make proper decisions of their own, it is important to protect them from abuse, exploitation or neglect. At the same time you want to develop the maximum self-reliance and independence of the ward.

Estate and Trust Administration
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October 1, 2012

The Most Important Documents of Your Life

Once documents have been prepared and signed, it is crucial that communication between you and your chosen emergency contacts know where to find these documents. It is recommended that a comprehensive folder of documents be created and easy to access in the case of an emergency.

Estate and Trust Administration
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September 28, 2012

Top 10 Reasons Why You Need an Estate Plan

Planning ahead for your own death is a difficult step to take because no one wants to believe it can happen to them; but it will happen. By giving some careful thought to your goals for your beneficiaries, you will be confident that you are really protecting what matters. An estate plan may include some or all of the following: Last Will & Testament, Revocable or Irrevocable Trust, Powers of Attorney, Joint Tenancy designation, and Beneficiary designation.

Estate Planning
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August 28, 2012

Protecting Your Virtual Estate

As more and more of our lives are put online, estate planners are contending with how to advise clients to secure and transfer their virtual estates. The body of nontangible, digital assets people create and store on their computers and the internet is growing by leaps and bounds.

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