| Written by Wendy Mara | One of the goals of estate planning is to help clients avoid estate planning probate. No, everyone does not have to go through probate. And no, contrary to popular belief, a will does not avoid probate. A will is not self-executing; that is, it doesn’t transfer ownership of assets […]
Category Archives: Important Documents
Discover the essential paperwork every senior should have in their possession. From wills and advance directives to healthcare records and financial documents, this category page offers expert guidance on organizing and safeguarding critical information for a secure and stress-free retirement.
12
Oct
Oct
When I talk to clients about having their Estate Documents in place, I am often dismissed because “we don’t have enough money to worry about.” Estate Documents deal with much more than money. They also state your wishes and provide for your needs if you should become incapacitated. Estate Documents You Need to Have in […]
10
Oct
Oct
I moved away from my parents’ home before I turned 18 years old. Whenever I would go back to visit, my mom would tell me “All our important papers are in that file cabinet.” I would nod but I never walked over to that file cabinet and opened the drawer to see what she thought […]
29
Oct
Oct
If you are the spouse, a family member or loved one who may become a senior’s caretaker, there are several things you should think about ahead of time. Among the most important is locating or replacing and then securing important documents. If this task is left to the last minute or until an emergency occurs, […]
The holidays are now in full swing and all of us, including seniors and their loved ones, are busy. It may seem like the wrong time to think about matters like healthcare, planning for retirement or the transition to senior life. In fact, the holidays may provide some rare opportunities for families to discuss the […]
Many people put it off, but “Making a Living Will” is a wise and kind thing to do. It may spare your family from making decisions that they feel unprepared to make. Click the link to find out how easy it is!
Most of us have “digital assets” like email, cloud photos, Facebook, or Instagram accounts. Until recently, these assets have been a very uncertain part of estate plans. This is changing as more and more states regulate digital assets by law. Read about the topic in the article, “Managing Digital Assets in Your Estate Plan” by […]
Do you have a Healthcare Surrogate? If a time comes when you can no longer speak for yourself, your Healthcare Surrogate has the authority to carry out your wishes. Click “What is a healthcare surrogate?” to learn about this important subject.
The quick answer is YES! No matter what your age or health status, the Health Care Power of Attorney should be an essential document. You can read about the Health Care Power of Attorney Document in the September, 2016 FAL blog.
We have resolved to make 2017 the year we take care of important documents! Find out about Advanced Health Care directives and how to name a person to act for you when you are unable to speak for yourself. Read “What Is a Healthcare Surrogate?” in the October, 2016 FAL Blog Page.