An important part of financial planning includes creating a Living Trust. It means that your family will inherit your assets as you have planned. Another kind of financial planning: Investing that aligns with your values Another kind of financial planning that has grown dramatically over the last few years is socially responsible...
A year of Covid has left us all feeling more vulnerable. We can do everything right, yet sometimes it’s not enough. At Guideway, many of our clients took action by creating or updating their Living Trusts. Couples approaching retirement are making important life decisions. Will they age in place, move...
According to the CDC, those who have been vaccinated no longer need to wear masks in indoor settings. We’re still playing it safe, masking up and social distancing. And while we’ve gotten used to our Zoom meetings, the results of our recent survey indicated that many still prefer one-to-one communications....
There is frequently confusion about the role of the Executor who manages the family’s estate after the death of a parent. An article in The New York Times underscores the uncertainty and anxiety that an Executor may be experiencing. An “Executor” carries out a person's Will (common in New York...
Many of Guideway’s clients are seniors who are either creating or updating their Living Trusts. A recent conversation about scams is a window into just how hard crooks are working to steal money from vulnerable people—especially the elderly. The latest scam? Medicare is rolling out a new plastic card that...
During the COVID-19 crisis, we at Guideway Legal Documents & Mediation Services have been busy helping people ensure their loved ones are covered should something terrible happen. And though this worldwide health crisis is thankfully beginning to wind down, Guideway is still here to help you make provisions for your family's wellbeing...
Just as a Living Trust has become an important part of financial planning, a reverse mortgage can play a role in generating extra revenue for retired seniors. Reverse mortgages have been arounds since 1961, and they’ve always been somewhat controversial. Yet a reverse mortgage can be a real difference-maker for...
Covid-19 has left many families grieving the sudden loss of their loved ones. As Guideway assists them in probating their estates, we’re sensitive to the painful loss of family members. In a best-case scenario, the Probate is uncontested by the surviving family members, the Executor settles the estate and it’s...
From the initial Covid lockdown in March 2020, my most important job has been keeping my team and our clients safe. Happily, I’ve been successful. I acted quickly, creating a virtual work model that allowed us to continue serving our clients. The unexpected outcome was that everyone seemed to like...
The pandemic has played some cruel tricks on relationships. Too much stress. Too much anxiety from worrying about jobs, kids and trying to stay healthy. Too much time together without a break. The result is a whole lot of people who can’t wait to get out of their unhappy marriages....
One of the consequences of Covid is that all too often, it doesn’t "just go away". This is not the flu. We hear about people getting Covid, then they’re back at work as if nothing happened. Those are the lucky ones. A good example is the White House staff last...
I used to share office space with a bunch of Canadian software developers, and they were nuts about hockey. It got really wild when the Stanley cup playoffs rolled around in the spring. They were contemptuous of Americans who called it “ice hockey”. For them there is only “hockey”. Those...
