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Many of the people I meet tell me that they liked how I come to see them, and that was a deciding factor in choosing me to prepare their estate plan. I am happy to hear my approach to serving clients is working. That said, traveling to see people isn’t without its own problems. In my travels, I sometimes meet people who are unable to get out, so … [Read more...]
Adventures in Mobile Estate Planning – How To Prevent Tire (and Estate Planning) Blowouts!
A couple of weeks ago, I noticed that the tires on my car were wearing down. I knew I needed to get the tires checked, and I set a day and time that I could go to the tire shop to get them done. As I drove to the tire shop, I noticed the car was not driving correctly. First, the care just seemed to have trouble staying straight, then it began to … [Read more...]
What Will You Be? Picking the Right Halloween Costume For Your Estate
It is October, and Halloween is coming up. A couple of years ago my four year old asked what a friend of ours would be for Halloween by asking, “What will Erazz be for Halloween? A witch!” He mispronounced our friend Mirazz’s name, and made us laugh, but picking a costume is always a fun part of Halloween. Picking an estate plan may not be as … [Read more...]
VA RULE CHANGES!
Aid and Attendance Asset Limits Change in October, 2018 The Department of Veterans Affairs (VA) recently changed the rules (with only one month’s notice to implement the change!) that make it more difficult to qualify for the VA’s Aid and Attendance long-term care benefits. The rules establish an asset limit, a look-back period, and asset transfer … [Read more...]
Estate Planning: No Laughing Matter, Or is It?
One of my guiding business philosophies comes from the great philosopher Bugs Bunny “You can’t take life too seriously. You will never get out of it alive.” I attribute this quote to Bugs Bunny because I recall having seen him say it once, but it is possible that the sentiment comes from somewhere else. I suppose many quotes are like that, you … [Read more...]
Why I Love Being An Estate Planning Attorney
When college students I meet find out I am an attorney, many seem to want to connect with me and tell me they want to be an attorney also. I would ask them why do you want to go to law school. Many times the answer is “to make a lot of money.” I often laugh at this concept, most of the time even to myself, and not out loud! Instead of laughing … [Read more...]
The One Big Thing You Should Know About VA Aid And Attendance Benefits
Wartime Veterans - Don’t Owe Your Soul to the Nursing Home Both of my grandfathers served during World War Two. One was a gunner’s mate on the USS Tennessee, and the other was a Corpsman in the Navy. Neither of my grandfathers really talked about the war that much, but their experiences significantly impacted their life path. My maternal … [Read more...]
How to Involve Family In Your Estate Plan – Get on the Bus
When I was a little kid, I used to sing the song, “The Wheels on the Bus.” I would sing about the wheels on the bus going round and round, the wipers on the bus going swish, swish, swish, the driver on the bus, and the people on the bus. When I became a parent, I sang the same song to my children, and we made up many more verses of the song. … [Read more...]
Making Beneficiary Designations Work for You
You spend hours setting up the perfect estate plan, and you are set up exactly the way you want. Everything seems perfect, and then it comes time to implement the plan. But wait, what is this? Your assets are transferring outside of the perfect plan? How can that be? What is going on? What happened? Is everything now ruined because of something … [Read more...]
Estate Planning 101: The Four Methods of Transfer & Who Gets What
I am amazed at how often people want a will written to make sure their assets go where they want when they die, but have never considered what other methods of transferring assets exist. And...what different types of asset transfer options are available to use. These people want me to write a will to make sure assets go where the individual … [Read more...]
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