An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements … [Read more...]
Hoarding and Estate Planning Part 2 – Identifying and Helping Hoarders
Part I got a little close to home for some of you? There's more, perhaps some solutions. Last week we wrote a blog about how people who have hoarding disorders can be less likely to create an estate plan than those who are not affected by the same problems. The more we looked at how common the problem compulsive hoarding is, and how difficult it can be to deal with it, the more we wanted to write a follow-up post to help those who might be affected. So, today we are going to take a look … [Read more...]
Hoarding and Estate Planning – How Compulsive Hoarding Can Be a Significant Barrier to Effective Estate Planning
Wow...this will hit home for some of you. Hold on...seriously. No one thinks of this as an impediment to creating an effective estate plan. This is going to take Part I and Part II. Compulsive hoarding is a significant psychological disorder that affects as many as one in 20 Americans. Most of the people affected by compulsive hoarding show signs of the disorder while they are younger, but because the disorder tends to worsen with age, it is most commonly seen in people who … [Read more...]
How Will You Age in Place and Be Able to Die at Home?
More and more, Americans are choosing to be cared for and are dying in their own homes. If you wish to be cared for and die in your own home, it’s especially important to have a plan in place to facilitate that choice. Read on to learn more. How Will You Age in Place and Be Able to Die at Home? … [Read more...]
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early to think about planning for whatever it may bring your way. Tax Planning for 2020 … [Read more...]
The Questions of Estate Planning, Part 4: Where
People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where … [Read more...]
The Questions of Estate Planning, Part 3: When
People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 3: When … [Read more...]
The Questions of Estate Planning, Part 2
People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more. The Questions of Estate Planning, Part 2 … [Read more...]
Planning to Enjoy Thanksgiving
Planning ahead is the loving thing to do. Whether it is for a Thanksgiving meal or for your estate plan, planning is imperative. This article points out the various consequences of your failure to plan, including the increased likelihood for family discord. Read on to learn how planning ahead can help achieve the desired results. Planning to Enjoy Thanksgiving by Steve Hartnett 0 Comments As friends and family gather around the Thanksgiving table, we recognize how truly grateful we … [Read more...]
The Questions of Estate Planning, Part I: Who
People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part I: Who … [Read more...]
