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 d
The difference between simple and typical documents
BeneficiariesBusiness PlanningDocumentsEstate AdministrationEstate PlanningFuneral PlanningInheritanceIrrevocable TrustsMedicare Advanced PlanningRevocable Living TrustSpecial Needs PlanningTrusteesTrustsWill ChallengesWills
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
How Often Should You Review Your Estate Plan?
Advance DirectivesAdvance Health Care DirectivesAsset DistributionAsset ProtectionBeneficiariesDocumentsEstate AdministrationEstate PlanningFuneral PlanningMedicare Advanced PlanningPower of AttorneySpecial Needs PlanningWill ChallengesWills
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 d
Medicare Advance Care Planning: Things You Should Know
When it comes to estate planning, one of the best changes Medicare made in 2016 was adding coverage for end-of-life discussions with your healthcare provider. Most people avoid these discussions at all costs. After all, few people enjoy thinking about
