Planning your estate and planning your legacy may correlate in some aspects, but are, at their core, entirely different. Planning your legacy is creating a memorable image of yourself that will last for future generations. Think of it this way—leaving behind a legacy is just like writing a book. It’s creating your story for others to read and reflect. Estate Continue Reading →
Each passing day can be more stressful than the last. As these uncertain times continue to progress, we continue to dream of the days past where the future and our estates were more concrete. While we continue to adapt our social lives to the coming changes, what about your financial stability? Perhaps you wrote your will before these changes happened, Continue Reading →
Right now is a time with many unknowns—a lot of things we can’t control. We don’t know when daily living as we know it—meeting up with friends, enjoying a new restaurant, actually going to a movie theatre to watch the newest release, not having to fret over lack of toilet paper—will get back to some sort of semblance of order. Continue Reading →
Hear me out. I’m going to admit that most lawyers get it wrong here, and I used to be one of them. I used to do exactly what I would absolutely cringe at doing now. It’s really amazing how much our clients have taught me over the last five years – they’ve brought to us every estate planning scenario imaginable, and Continue Reading →
There’s a lot to sort through after the death of a parent – photos, heirlooms, documents. But what about outstanding debt? In most situations when a person dies the burden of debts falls on the estate (not the heirs personally), but the debt can eat into an inheritance and heirs are known to make missteps in distributing assets without settling Continue Reading →
You may think your estate plan is complete just because you’ve signed a will or trust. Not true! In every single case, if your beneficiary designations are not reviewed when you sign a will or trust, your estate plan likely will not work out as you think. Here’s what I mean: You probably have retirement accounts or life insurance policies Continue Reading →
Funeral Planning Workshop Wed, Oct 26 at 6:00pm Free admission. Light refreshments and babysitting will be provided. RSVP at https://willsandwellness.com/funeral-planning-workshop Few of us are prepared for the death of someone we love. Those left behind struggle with many difficult questions: What type of funeral service would my loved one want? What arrangements can our family afford? The purpose of a Pre-Arranged Funeral Continue Reading →
Introduction to Genealogy Workshop Tues, Aug 23 at 6:00pm Free admission. Light refreshments and babysitting will be provided. We will cover topics such as DNA testing, genealogy mapping, family history resources, and more! RSVP at https://willsandwellness.com/genealogy-workshop/ Have you seen the popular TV shows Who Do You Think You Are, Genealogy Roadshow or Long Lost Family, where individuals connect with their ancestral roots Continue Reading →
Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if you become mentally incapacitated. In this issue you will learn: What happens without an incapacity plan. The essential documents for managing finances during incapacity. The Continue Reading →
For many pet owners, pets are members of the family. Pet owners often say that if something happens to them, they are as concerned about will happen to their pets as they are with their children and spouse. What Happens to the Pets When the Owner Becomes Disabled or Passes Away? Most pet owners want the assurance of what Continue Reading →