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So far Bonnie Beightol has created 146 blog entries.

Covering All The Bases; When I Die, I Want My Debts To Be Few But Discoverable.

2017-09-25T17:17:07-04:00September 25th, 2017|Estate Planning and Administration, General|

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

2017-09-12T13:30:56-04:00September 12th, 2017|Estate Planning and Administration, General|

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

2017-09-07T10:17:59-04:00September 7th, 2017|Estate Planning and Administration, General|

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*

2017-08-09T09:59:23-04:00August 9th, 2017|General, It Happened In Our Office|

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

2017-07-12T12:09:57-04:00July 12th, 2017|General, It Happened In Our Office|

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 […]

The Story of the Stolen Grandma Part 4*

2017-06-07T13:23:39-04:00June 7th, 2017|General, It Happened In Our Office|

I hung up the phone with Reba and called the local police department where Willy lived. By chance, the sergeant answered the phone — the same sergeant with whom I had been communicating all along. I explained to him the details of that morning’s phone call and the predictable reaction of the family members upon hearing this terrible pronouncement. The sergeant’s response startled me.

“I’m not going to send anyone up there,” his gruff voice sounding like an impersonation of a gangster from a 1940’s movie. “You’re not?” I responded. “No,” he said slowly. “I’m gonna go up there myself.” He […]

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