Estate Planning: An Unexpected Source of Total Wellness

 “Wellness is a connection of paths: knowledge and action.” #1: Your mind is the epicenter of your health and well-being. It’s so crucial to try to live mindfully, meditate and maintain balance. Yet, worry still happens to everyone. An estate plan takes away worry about what would happen to your kids if something happened to you. Peace of mind this Continue Reading →

Trusts, in Plain English

I admit it: Legal terminology is confusing. Not only are some words foreign outside of the estate planning world, but sometimes “normal” words carry a legal definition you would have never guessed. And sometimes, the same legal concept has more than one phrase used to describe it. Take “Living Trust” and “Revocable Trust” and “Revocable Living Trust,” for example – Continue Reading →

Inheriting a Retirement Account

You’ve done your homework and established a trust as the cornerstone of your legacy planning. The trust is funded with your real estate along with all your bank and investment accounts and your personal property has been assigned over to the trust. What about your beneficiary designated accounts? Your life insurance? Your retirement accounts? Do you name your trust as Continue Reading →

9 Estate planning questions to ask before year-end

It’s hard to believe but 2015 is almost here. Are you ready? Is your estate plan ready? Here are nine estate planning questions to ask before it rings midnight on December 31st. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? I know two things for sure—the law is going to Continue Reading →

An unexpected source of total wellness

If you believe in taking good care of your mind, body, family and finances, then estate planning is the cornerstone to protect it all. Here’s how estate planning affects each one. Your mind is the epicenter of your health and well-being. It’s so crucial to try to live mindfully, meditate and maintain balance. Yet, worry still happens to everyone. And Continue Reading →

How to get creative with trusts – even for plants!

Want to read a news story that will make you smile? Check out the Wall Street Journal’s recent story about a woman’s trust that provides funds for her house plant. Ronna Scoratow has no companion that has been by her side longer than her 42-year-old philodendron. It may very well be that her plant outlives her. What would happen to Continue Reading →