Revocable vs Irrevocable Trusts

Becky Cholewka: Did you know there are actually about 30 to 40 different types of trusts? They mainly fall into two categories though revocable and irrevocable trusts. That pretty much is exactly what it sounds like. A revocable trust, you can change, amend, or revoke. An irrevocable trust, you cannot. One of the questions I […]

How Not To Get Legal Advice

Becky Cholewka: I wanted to do a quick video on how not to get legal advice because, unfortunately, this is one of the biggest areas that I see a lot of people trip up on. A lot of people are getting legal advice from their tax person, their financial planner, their brother who lives in […]

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 […]

What To Expect When You Call Our Office

Becky Cholewka: Hey, everyone. I just wanted to walk you through our process if you choose to call Cholewka Law for any of your estate planning needs. What happens is when you call, you will probably reach Peg on our phone. She’s our main receptionist, and she’s a little chit-chatty, so she’s going to want […]

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, […]

The difference between simple and typical documents

Becky Cholewka: One of the things I hear all the time, probably about 3-4 times a week in my office is “Becky, you know what, I’m simple. I just need simple documents.” What I really think people are trying to tell me is that they are “typical”. Maybe they have a checking account, and a […]

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, […]

When to Start Estate Planning: Tips on How to Get Started

  When you read the words “estate planning,” it likely brings to mind the idea of property and significant assets. Thanks to the word estate, you may even picture Downton Abbey or its American equivalent. In reality, estate planning is about much more than your financial assets. It includes the advance directives surrounding your medical […]

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