It was her worst nightmare. Karen’s Aunt Marge was in the Emergency Room, and Karen was in the ER waiting room after a midnight phone call from Aunt Marge’s neighbor. No one would tell Karen anything, despite the fact that Aunt Marge has no living relatives. Karen’s stomach churned thinking of Aunt Marge, lying in a hospital bed—alone, afraid, and in pain. Continue reading
No one wants to become the victim of a crime. No matter what your age is, there are steps that you can take to help protect your home and yourself. If you remember to use common sense and never ignoring your instincts, you can help yourself to stay safe and aware wherever you are. Here are five crime prevention tips that seniors can practice every day. Continue reading
What Do You Own?
John and Helen have been thinking about updating their estate plan. They called and made an appointment with Paul Plant at Harwell & Plant. John and Helen updated Paul on their current family situation. They have three children who are now on their own and successfully pursuing careers. After listening to the short update on the three children, Paul turned to a review of John’s and Helen’s property. Continue reading
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to family members. The family letter may have up to ten different sections. Each section will cover an important but separate topic. Continue reading
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let’s review some of the basic principles of the living trust. Continue reading