Estate Planning and Administration

/Estate Planning and Administration

Explaining…A Living Will, A Healthcare Power of Attorney and POLST

2018-02-26T10:36:54+00:00 February 26th, 2018|Estate Planning and Administration, General, It Happened In Our Office|

I recently received the following email from a client (names have been removed for privacy). I thought this might be something others have been questioning and it might be helpful to put in my blog.

(Client Email):

I have been thinking about our estate planning a lot recently.  Morbid – I recognize.

That said, should we add a standard clause in either the Living Will or Health Care Power of Attorney to include a dementia specific directive?  That’s the end of life condition I fear most.  Rather […]

What Does It Mean To Be Named Executor of a Will?

2018-01-17T11:37:40+00:00 January 17th, 2018|Estate Planning and Administration|

If you have been named the Executor of a Will, you are the person who must carry out what the Will says.  You have responsibilities and rewards. The responsibilities include gathering all of the assets; finding the accounts, the investments, the real property and personal property of the decedent. They also include paying the bills of the decedent and the estate — the funeral and related expenses, the final medical bills, the fees and taxes associated with the estate as well as all of the other loose ends of that person’s life. The Executor (or Executrix in the feminine) has […]

Covering all the Bases: When I Die, I Want My Digital Assets to be Known

2018-01-11T16:24:09+00:00 December 15th, 2017|Estate Planning and Administration|

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.

When you pass away, you will have likely several types of assets. Real Property (i.e., an address with […]

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