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, […]
Special Planning for Special Needs
Estate planning takes on a greater importance if you have a special needs beneficiary. Many parents struggle with preparing to care for their child with autism, Down Syndrome, or mental or physical disabilities after they are gone. Here are just a few steps or issues to consider. Step One: Create a will naming who will […]
Estate Planning for Special Needs Children
Parents with special needs children need to be careful when drafting their estate plans, to ensure that the plan provides adequate support for their child without causing any negative consequences. As a recent article explains, the most common way to do this is through a Special Needs Trust (“SNT”). Special needs beneficiaries often receive benefits […]
Simple Tips for Special Needs Estate Planning
When creating an estate plan, parents of special needs children need to be extra careful to be sure that they have properly provided for the continued care of their special needs child after their death. However, many parents continue to put off estate planning, sometimes with disastrous consequences. A recent article discusses some basic estate […]
