Tag: how to choose the best guardian

4 Steps to Update your Short-Term Guardianship Document

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“Did you know that Short-Term Guardianship Documents expire each year?” Mark your calendar Add a task to your online calendar to repeat once a year and remind you to review your document. Wills & Wellness also emails our clients twice a year to remind them. Review your family information Has your family grown this year? Remember to add the new Continue Reading →

Peace of Mind in Paradise

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“the importance of recognizing one’s own mortality”   We recently surprised my mother-in-law, Shoba, for her 70th birthday by arranging an all-inclusive vacation to Mexico for the whole family. She is a traveler at heart and always has big ideas for what we will do with our time together. She began planning immediately. “Okay, Sara,” she began as she always Continue Reading →

10 Tips for choosing the best guardian

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You’re a parent of minor children—do you know what would happen to your children if something happened to you? Maybe one of your siblings would step in or perhaps an aging parent. Maybe you were rushing to get out of town last year and sent a quick email to a friend or family member saying who you’d want as guardian Continue Reading →