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20 Mar Adding Your Kids to Your Bank Accounts? A Very Bad Idea

Posted at 16:42h in Blog, Wills And Revocable Living Trusts

Should you add your kids to your bank account? This is a discussion topic that frequently comes up during our Living Trust discussions. In many cases, parents have already added their kids to their bank accounts. It’s hard to overstate the convenience of a shared banking account Those acting as...

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23 Sep Being Prepared: Documents You and Your Family Will Need

Posted at 03:33h in Blog, Wills And Revocable Living Trusts

If you’re creating a Living Trust, you’ll need to access financial records and other important documents. End-of-life planning now will save future anxiety and stress This is important for your own family, but it may be even more critical for those who are caring for family members. A stunning 10,000...

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23 Sep You, Your Trust and Taxes

Posted at 03:13h in Blog, Wills And Revocable Living Trusts

We talk a lot about Living Trusts as an important part of estate planning. What we don’t talk about is a Trust and your taxes. But if you’re creating a Trust, thinking about transferring property, or naming a Successor Trustee, taxes are an important consideration. This is about your, your...

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20 Aug A Brain Scan May Predict Alzheimer’s. Should You Get One?

Posted at 10:55h in Blog, Senior Services and Hospice

Juli Engel was delighted when a neurologist recommended a PET scan to determine whether amyloid — the protein clumps associated with an increased risk of Alzheimer’s disease — was accumulating in her mother’s brain. Her mother, Sue Engel, is 83 and lives in a retirement community in Florida. She’s been...

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19 Aug You, Your Stress Level and Your Health

Posted at 20:40h in Blog, Health

I had a doctor who used to tell me that a certain amount of stress was good for me. And I have to agree. I like the adrenalin rush of working on a deadline, of juggling priorities to meet objectives and the exhilaration of making it all work. Stress keeps...

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23 Jul You’re Having a Stroke: Could You Identify the Symptoms?

Posted at 19:49h in Blog, Wills And Revocable Living Trusts

Kara Swisher is a business technology journalist and contributor to The New York Times. In a recent article, she describes her own symptoms that led to her rush to the ER with a stroke. What saved her life? It well may have been a long-distance consult with her doctor brother...

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27 Jun Your Living Trust and the ER: When It May Not Be Enough

Posted at 12:15h in Blog, Wills And Revocable Living Trusts

You’ve created a Living Trust, an Advanced Healthcare Directive and signed a Do Not Resuscitate Order (DNR). You’ve done everything right, but is this enough? In one alarming example, a nurse was under the misguided belief that Living Trusts automatically include DNRs. She instructed the doctor not to resuscitate the...

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24 Apr Are You Making it Easy for Scammers to Find You?

Posted at 11:35h in Blog, Business and Finance

“Hello. This is the Internal Revenue Service. We’re calling about your 2017 tax returns. Please call us back as soon as you receive this message to avoid further penalties.” What? Who wouldn’t freak out when receiving a voicemail like this? We all get spam and scam phone calls. Most of...

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24 Mar What Happens When You’re Ready, But Mom Doesn’t Die?

Posted at 21:10h in Advance Healthcare Directive, Blog

Meet the Yin family. At 83, mom was weak and ill from stage IV lymphoma and atrial fibrillation. She’d gone through exhaustive chemotherapy and she’d run out of options. Yet it was still a surprise when the doctors told the family that she had fewer than six months to live...

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25 Feb Single and Alone? Who Will Care for You?

Posted at 09:01h in Blog, Senior Services and Hospice

A growing number of Americans are unmarried and childless, and they may be facing the prospect of an uncertain, solitary old age. A New York Times article, Single? No Kids? Don’t Fret: How to Plan Care in Your Later Years, by Susan B. Garland, tells how one childless woman has strategically...

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20 Jan Is it Time to Check Your Beneficiary Designations?

Posted at 14:32h in Blog, Wills And Revocable Living Trusts

This is the time of year when we see a lot of new clients who are following up on their New Year’s resolutions to create or update their Living Trusts. But when was the last time you checked to see whom you named as the beneficiary on your retirement account, life...

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02 Sep What Can Happen to Your Last Wishes May Not Be What You Planned

Posted at 20:22h in Blog, Wills And Revocable Living Trusts

This is not how it was supposed to happen Many of us these days are caring for aging family members. We’re having difficult conversations about end-of-life planning that includes a Living Trust, Power of Attorney and Advance Healthcare Directive. We’re making sure doctors understand our wishes and making decisions about nursing care...

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