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7 Must-Do Estate Planning Tasks When You Have a New Baby

If you've recently had a new baby, now is the time to sit down and review your estate plan to ensure that all of the provisions are in place to care for your precious new child and the rest of the family.

2019-02-07T14:27:55-05:00August 3rd, 2016|Company News, Estate Planning|

Between the Holidays Phenomenon Strikes Again

Now that we are “between” the Holidays, we notice a familiar phenomenon. Our office starts getting a lot more calls than usual in the first few weeks of December than any other time of year about Medicaid Planning. But there is a very good reason for this—it may have been one of the very few times of the year that all of the “out of town” kids are back at the family home; and together they start noticing a few changes in mom or dad.

2017-12-18T16:57:15-05:00December 1st, 2015|Company News, Legal Info, Medicaid|

Legal Duct Tape Item of the Month: Masking Tape is Not an Estate Plan

With all of the information out there about estate planning, it astounds me how far the misinformation goes. However, there are people who will believe what they want to believe, especially if it means they can be lazy about actually doing something. Recently, a member of my family was discussing their own estate plan and told me and some other family members that all of their furniture was marked with masking tape with people’s names on it, and when they died, that’s who the furniture was supposed to go to. I was speechless for a few moments. I asked if they actually talked to an attorney, and they said they talked to their friend who used to work at a bank, and that person assured them that the masking tape technique would work.

2017-05-20T16:43:24-05:00April 1st, 2015|Legal Info|
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