Category Archives: Property

Ten Reasons You Should Update Your Estate Plan

You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in place and carefully organized.

So you now are finished with your estate planning. Or are you? Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan? Continue reading

Why Your Ill Parent Fools the Doctor & What to Do About IT

Carol Bradley Bursack, with AgingCare.com, shares this

A  frequent problem expressed among adult children is that their parents aren’t truthful with their doctors. While the parent may complain at home of pain, exhibit memory problems and accuse family of theft when he or she can’t locate a commonly used item, the moment the parent faces their doctor a change occurs. Like an actor on stage, the person sitting in front of the doctor becomes animated and charming. My mom was a supreme example. She fell in her apartment—often more than once a week. She had memory problems. She was taken advantage of by telemarketers. She had digestive issues. However, when I took her to her doctor, what I called her “hostess personality” took over. While she may have complained of pain in the car during our drive, the minute she had a chance to tell her doctor how terrible she felt she was perkiness personified. Continue reading

Gifts of Home

Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space. Other families think they want to purchase a home that they can enjoy for many years. By the time you reach retirement age, you probably have an empty nest. The children or other family members have now moved on and are creating their own homes. Some individuals at that point decide they like their home in their neighborhood and would like to stay there for their lifetime. Others might want to sell the larger property and move to a condo or retirement community. Continue reading

Four Costly Estate Planning Blunders

Think your documents are bulletproof? Check again to avoid these common mistakes. Continue reading

Vacation Check List

1. Pack swim suit 2. Stop the mail for the week. 3. Ask neighbors to water the flowers. 4. Review estate plan. – – – – Say What? Truthfully, all of us are aware that increased travel brings with it increased risk. Travel accidents occur every day, and we would not be doing our family justice should we neglect to insure that our affairs are in order before leaving for that long awaited vacation. Some concerns: Continue reading