https://www.youtube.com/embed/mEEj8bJFDZA Becky Cholewka: A question I get a lot is, "Becky, can I make a handwritten change to one of my legal documents?" Handwritten changes very rarely work. A lot of it will depend on the rules of the state that you
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
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
Living Wills for Pets
In the same way that many people have difficulty thinking of and planning for their own mortality, they struggle when considering a pet's mortality. We love our furry friends; planning for the day we lose them is something most people prefer to
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 o
Three Ways To Make Life Easier For Your Family
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1. Create an Estate Plan An estate plan can include a last will and testament, powers of attorney, as well as other important documents which can make life easier for your family, not only when you die, but also while you are still alive! None of us
Don’t Hope For An Inheritance, Ask For It
A Massachusetts court has ruled that simply rendering help or services to someone in the hope that it will result in a payment from that person's estate is not enough to guarantee payment. (Photo credit: 401(K) 2013) In this case, reported on elder
Even More Estate Planning Pitfalls
Estate planning is one of the most important things that an individual will do in his or her lifetime. Every individual needs an estate plan, regardless of his or her age or circumstances. Because the need for an estate plan is so universal, there are man
Charitable Estate Planning
After one spouse dies, the surviving spouse often chooses to leave the entirety of his or her estate to his or her surviving children. Although this is the most common arrangement, it is certainly not the only option for post-death distribution of assets.
