Covering All The Bases; When I Die, I Want My Debts To Be Few But Discoverable.
I know it’s no fun to think about this topic, but you are going to leave a legacy when you leave here. For better or worse, you will leave a legacy. I am going to use the next few blogs to cover topics you need to address as a part of your estate plan. If you have a Last Will & Testament in place, that’s great. Look at this blog and the next few as reminders of other steps you need to take.
If you have any debts when you die, be sure that you leave a wide paper trail. You […]
Covering All The Bases; When I Die, I Want To Make Sure Someone Knows Where My Last Will & Testament is Located
I know it’s no fun to think about this topic, but you are going to leave a legacy when you leave here. For better or worse, you will leave a legacy. I am going to use the next few blogs to cover topics you need to address as a part of your estate plan. If you have a Last Will & Testament in place, that’s great. Look at this blog and the next few as reminders of other steps you need to take.
This may sound elementary, but not being able to locate your Last Will & Testament is tantamount to […]
Covering All The Bases; When I Die, I Want My Funeral To Look Just Like This
Covering All The Bases; When I Die, I Want. . .
I know it’s no fun to think about this topic, but you are going to leave a legacy when you leave here. For better or worse, you will leave a legacy. I am going to use the next few blogs to cover topics you need to address as a part of your estate plan. If you have a Last Will & Testament in place, that’s great. Look at this blog and the next few as reminders of other steps you need to take.
My Funeral […]
The Story of the Stolen Grandma Part 5*
Grandma was now safe. She was no longer living in an unheated, barely-sanitary home. She was receiving her medications and was able to see all of her family, not just Willy. But the story was not quite over.
There were procedures to follow with the local Office of Aging in order to bring Grandma home. The office in both McKean County and Cumberland County had to be involved in bringing Grandma home. The family was now able to see her, if they wanted to make the many-hour trip.
The hope of the family was to assess all of the expense of the […]
The Result of Not Being Prepared
We have a client who is facing a dilemma that can best be described as heart wrenching. I’ll call her Wilma (not her real name). Wilma is a widow. She is retired with a reasonable income from her late husband’s military pension. She owns her own modest home, and does not have any large debts, just a few small credit card balances. And she has some cash in the bank, though less than $100,000. She has no living family members.
Wilma doesn’t have a Power of Attorney, Health Care Advanced Directives, Living Will, or Last Will & Testament in place. She […]