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
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 ste
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 t
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 pl