What exactly is estate planning? Is it the same thing as making a will? How does a person decide if and when to contact an estate planning attorney? How does "estate planning" differ from "making a will"? They are related. Actually "making a will" is one part of estate planning. Estate planning for an individual or couple can include a lot more than just making a will and should … [Read more...] about What Exactly is Estate Planning?
powers of attorney
Covid Tip #8: Business Owners: Have an Emergency Business Plan
Abra esta publicación para ver el enlace en espanol "An emergency plan?", you might be asking. Isn't that how we are operating right now? Well, not necessarily. At this point in the crisis, you have already activated a lot of alternative procedures. But there is still more that you can do. This is an ever-changing situation, so we can't be sure of what will happen. The truth is, … [Read more...] about Covid Tip #8: Business Owners: Have an Emergency Business Plan
Covid 19 Tip: Make a List of your Trusted Helpers
Covid 19 Tip #3: In these uncertain times, a bit of advanced preparation can save a lot of heartache and create peace of mind. Today's tip is this: take the time to make a list of people you trust to help you with your responsibilities and then make sure they know how to contact each other. First, think through your responsibilities, and think through your typical week. Who depends on … [Read more...] about Covid 19 Tip: Make a List of your Trusted Helpers
Giving Legal Authority to Temporarily Take Care of Children During Covid-19
Covid 19 Tip #1: Things are changing rapidly. How can we better protect our children during this time of crisis? What if a child needs to be temporarily taken care of by another family member or a friend? If you are a parent of a child, have you thought about what will happen if you become ill? What if you are a first responder who gets stuck at work, is forced to travel, … [Read more...] about Giving Legal Authority to Temporarily Take Care of Children During Covid-19
Helping Your Elder Loved One Move to Texas
If your elder loved one is in the process of getting settled in Texas, or is thinking about it, this blog may help. I know there is a LOT of information here! It is longer than our usual blogs and is intended to be a kind of checklist for you, the caregiver, to use. Some of it may not apply to your loved one's situation. Please SHARE this with someone you know who may be helped by it. I would … [Read more...] about Helping Your Elder Loved One Move to Texas
Alzheimer’s Disease KNOW THE FACTS
Alzheimer’s Disease Signs and Symptoms, courtesy of GeriatricNursing.org This is an excellent source of information. If you or a loved one are experiencing signs of Alzheimer's, contact a medical professional for diagnosis. An elder law and estate planning attorney can help by creating powers of attorney and other necessary documents to help with day-to-day activities and plan for the … [Read more...] about Alzheimer’s Disease KNOW THE FACTS
How to Help your Elderly Loved One Organize their Personal Business Affairs
Let's face it: for most people, getting and staying organized is hard. Organizing someone else's finances is not easy either. So, let's say that the time has come for you to step in and help your elderly friend or relative with their finances. If you are lucky, they asked for help at a time when they can guide you in figuring out where they left off and where you come in. If not, it is … [Read more...] about How to Help your Elderly Loved One Organize their Personal Business Affairs
Estate Planning When You Own a Small Business
So... you have been putting off making (or updating) your will. This procrastination can have additional dire consequences if you are a small business owner. When we meet with our clients who are considering their estate plan, we always like to discuss the practical aspects of their employment situation to see if there are additional considerations. Are you an employee? Are you retired? … [Read more...] about Estate Planning When You Own a Small Business
