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Special Needs Family Member – Creating an Estate Plan

Special Needs Family Member – Creating an Estate Plan

Creating an Estate Plan When You Have a Special Needs Family Member No two families have exactly the same estate planning needs and desires. Certain families can rely on a will for their planning purposes. Other families have more complex concerns or unique assets that require the use of other legal tools. If you have a

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Creating a Will

Creating a Will

Why Creating a Will is Important Creating a will involves important and vital preparations. Over one-half of Americans do not have a will. The primary reason for this shocking statistic is that people dread thinking about death. However, tomorrow is not guaranteed for anyone. An individual who has not prepared a will leaves their family in

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Who Decides When You Can’t – Advance Care Planning

What You Need to Know About Advance Care Planning Carol provides an overview of what older adults and their families should consider related to advance directive. Her presentation provides a foundation for individuals and families to use as they consider what they want to do in terms of advance care planning. Carol Bertsch is an

Unmarried Couples Really Need Estate Planning

Unmarried Couples Really Need Estate Planning

I recently got a call from a grieving woman I’ll call Martha. Joanna, her partner of 22 years, had just succumbed to cancer. During their time together, they bought a house, which Martha had figured was solely hers now that Joanna was gone. After all, Martha had paid half the mortgage, taxes, and repairs for

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