Attended a Trust Seminar Lately? Let’s Talk.

2018-10-25T16:00:15-04:00October 25th, 2018|Estate Planning and Administration, The Truth About Trusts|

Have you been invited to a seminar to explain estate planning using Trusts instead of a Last Will & Testament? Here are a few things you will hear…

Trusts sidestep inheritance taxes!
With a Trust, everything is ‘wrapped up’ in two weeks time of the date of death. This is because Trusts completely avoid probate!
There are no formalities or required letters to the beneficiaries with Trusts!
——STOP!—–

(Insert sound of squealing brakes)

I feel like Louis Armstrong. . .”And I say to myself, what a wonderful world.” Except that it is not true.

Let’s look at some truths […]

My Story – Caring for My Aging Parent – Introduction Video

2018-10-19T14:22:13-04:00July 18th, 2018|Taking Care of Your Parents: My Own Story|

Attorney Mateya shares his story of caring for his aging mother. So many people are facing this struggle – listen to his story about how he and his brothers have dealt with all of the difficulties and joys of this season of life. There are no right answers, but sharing thoughts can help you feel less alone, and possibly give you some new ways to approach it in  your own life.

A more detailed account can be found in the written blog found here.

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

2018-02-26T10:36:54-05:00February 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 […]

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