Pre Planning Your Funeral
Becky Cholewka: Part of estate planning that a lot of people never even think about is thinking about how you want to be buried, or cremated, or what type of funeral you want. A couple years ago, my husband and I on Black Friday, that was our Black Friday shopping extravaganza. We went to Mountain […]
Setting Up POD or TOD On Your Bank Accounts
Becky Cholewka says: I wanted to take a moment and give you a couple tips about your checking savings and brokerage accounts. One way to make sure these accounts avoid the probate process is to make sure you have a beneficiary listed on each of your accounts. That does not mean one beneficiary form per […]
How Often Should You Review Your Estate Plan?
Becky Cholewka: I always like assigning homework to my clients. It’s fun for me, because it’s something that somebody else has to do instead of me. One of the things of homework that I always assign is to make sure that my clients pick an important date, some date that they will remember, an anniversary, […]
How Often Should You Review Your Estate Plan?
Becky Cholewka: I always like assigning homework to my clients. It’s fun for me, because it’s something that somebody else has to do instead of me. One of the things of homework that I always assign is to make sure that my clients pick an important date, some date that they will remember, an anniversary, […]
Recognizing the Importance of Living Wills
A living will is a type of advance directive delineating your preferences for end-of-life care in the event you become incapable of making your wishes known. Age does not dictate these crises; they can happen at any time. For anyone over the age of 18, advance directives ensure you receive the level of care […]
Advance Medical Directive
As with any other estate-planning document, advance medical directive guidelines vary by state. Having an advance medical directive is an especially important component of elder law, where it is vital you have a clear, legally binding plan in place that provides for your medical wishes. With an average life expectancy approaching 80 years, Arizonans are […]
Estate Planning Moves For Your 30s
When in your 30s, the last thing on your mind is dying. But it may be the right time to start planning to protect your family and assets. View image | gettyimages.com An article on dailyfinance.com says your 30s may be the most important time to start planning because you may have the most to […]
Estate Planning Can Save A Bundle
The expense of dying as well as the time leading up to it can be very costly. View image | gettyimages.com Preplanning for your death and the time leading up to it can save you thousands, says story on uppermichigansource.com. The initial step is to speak to an elder law attorney, the article says. Such […]
New Advance Directive For Dementia?
Many people have advance directives in which they instruct medical personnel what they want done for them or not done for them in case they cannot give instructions themselves due to incapacity. View image | gettyimages.com A usual advance directive might say that if the person is terminally ill, he or she does not want […]
Congratulations! You graduated. Welcome to Adulthood
When I graduated from college my sister gave me the Dr. Seuss book “Oh the Places You’ll Go.” It is my 4-year-old son’s favorite book. There are some real gems in that book. A realization that life is not as easy as it may seem, and is not always fair, so it is usually best […]
