Category: Estate Planning

Your Estate Planning Shouldn’t End When You Write Your Will

You’ve taken care of all your estate planning and have a health care proxy, power of attorney, and executor of your estate. Bravo! However, your estate planning really shouldn’t end when you write your will.

Consider this: what if the unspeakable happens and you are incapacitated or die. Does your health care proxy know how you want to be cared for? Do you want to be kept on life support, and if so, under what circumstances should life support be continued or terminated? Does your power of attorney know where you keep your important papers? Does your executor know where to find your will and, if you have any, trust documents?

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Drowning in papers? What to Keep, What to Shred, What to Toss?

Are you drowning in papers? Have you tried to thin out your filing cabinet but are unsure of what you must keep? This is a question that I get asked a lot when working with my clients. What to keep? What papers to shred or just recycle?

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How to Avoid Purging Too Much

Living here in the northeast, we often do a bi-annual seasonal swap of all manner of things. It is a built-in time to reevaluate the past season’s items as we have to touch each one in order to put it away. Nevertheless, there are definitely items you should think twice before purging too much.

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What to Do When a Spouse Dies

Being prepared for whatever life throws at you is so important. This became glaringly so to me recently as a client of mine suddenly lost her husband. One of the first questions she had for me was what to do when a spouse dies. Isn’t there a checklist? As a result, I hope this will help any of you who may need this or at least prove to be a source of help to which to refer.

PURGE: 5 Things to Get Rid of In Storage Before You Die

I don’t want to sound morbid, but it’s important to broach this topic. Have you thought about what is going to happen to the boxes of untouched items in your attic when you pass? Most people use their basements or

Downsizing? Five Questions to Ask Before You Move

We’re about to enter March, which means graduation season is around the corner. We’ll see another wave of kids enter adulthood and head off to college, leaving some with an empty home and too much space. With fewer bodies living

Plan for your loved ones: Three Estate Planning Actions to Do NOW

February is known as the month of love. The obvious way to celebrate is on Valentine’s Day, when we shower loved ones with gifts and sentimental notes. While this one day is a beautiful way to show affection, this day

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