Category: Estate Planning

How a Change in Leadership Will Affect Wealthy Investors

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

 

What Don Garman can say in an interview:

In an effort to prepare for all outcomes of the November election, investors should be aware of the tax plan proposed by presidential candidate Biden. These changes, if enacted, will have a material effect on estate planning, gifting, and capital gains strategies.

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3 Reasons Why You Should Have a Living Trust

Available for Interviews:  Martha Jo Patterson

Martha Jo Patterson is a Certified Elder Law Attorney and is passionate about helping the elderly, disabled, as well as families who have special challenges both in taking care of their loved ones and managing legal matters.

 

What Martha Jo Patterson can say in an interview about
Protecting Your Assets in Your Golden Years:

Here’s an answer you need to know: “Why are Living Trusts called “Living Trusts”? This is a really good question especially since Living Trusts focus on planning for what happens to your estate when you die, avoiding probate and taxes.

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Aging Americans: Protecting Your “Pot of Gold” In These Uncertain Times

Available for Interviews:  Martha Jo Patterson

Martha Jo Patterson is a Certified Elder Law Attorney and is passionate about helping the elderly, disabled, as well as families who have special challenges both in taking care of their loved ones and managing legal matters.

 

What Martha Jo Patterson can say in an interview about
Protecting Your Assets in Your Golden Years:

If you are turning 65 soon, you need to protect your assets from the financial impacts of the high cost of health care.

  • We are living in uncertain times. Your twilight years need not be.
  • A new health care bill has been proposed. This bill will replace the Affordable Care Act (Obamacare). I have read the proposed bill and many opinions about it.
  • If passed as is (which almost never happens) it will have a very negative financial impact upon the aging population.

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How to Get Your Estate Planng Done Remotely

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Catching the early warning signs of dementia is crucial in helping to get the care your loved one needs.

Here, our estate planning attorney can discuss ways to address your estate planning needs remotely.

Talking Points from Glenn Matecun
How to Get Your Estate Plan Done Remotely:

3 Critical Mistakes Women Make in Their Estate Planning

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Catching the early warning signs of dementia is crucial in helping to get the care your loved one needs.

Talking Points from Glenn Matecun
on Mistakes Women Make in Their Estate Planning:

Planning ahead ensures that you stay in control while you are here, and that your property and money are distributed in the easiest, most efficient, tax-friendly way possible. If you don’t plan, your estate will likely be involved in the time-consuming, expensive and emotionally-draining probate court process, and also place a burden on your loved ones who may or may not know what you wanted.

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Why EVERY Woman Should Have a Will

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. He is also an expert in the estate planning space. Here are some talking points on how why estate planning is particularly important to women.

 

  • Wills are not just for the wealthy. Wills are not just for “old people” (whatever “old” means nowadays). Women of all ages should have a Will as part of their comprehensive estate plan. A Will is part of a comprehensive estate plan that protects you while you are here (even if you are incapacitated), and ensures that your personal property, money and home are distributed to your loved ones in the most tax-friendly and efficient way possible.

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Modern Family: Estate Planning for Today’s Blended Familes

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Sometimes special occasions like Thanksgiving offer great opportunities to have heart-to-heart conversations with the people we care about. Here are some talking points on how one can engage in a thoughtful and crucial conversation with his or her elderly parents on estate planning:

Key Talking Points from Glenn Matecun
On Estate Planning for Blended Families:

 

On Stepfamilies

 

7 Legal Tips for Family Caregivers

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Sometimes special occasions like Thanksgiving offer great opportunities to have heart-to-heart conversations with the people we care about. Here are some talking points on how one can engage in a thoughtful and crucial conversation with his or her elderly parents on estate planning:

Talking Points from Glenn Matecun
On Legal Caregiver Tips:

Many times family caregivers are so busy taking care of their every-day duties, they ignore pressing legal issues that need to be handled. Here are the top 7 legal issues:

  • Understand Your Legal Authority. Capacity is not all or nothing, but generally capacity declines over time. If your loved one has capacity, they may be making financial and medical decisions on their own. If not, they you must understand what legal authority you have to handle financial and medical matters for your loved one.

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Beyond Wills: Other Crucial Things to Consider in Estate Planning

Available for Interviews: Glenn Matecun.

It’s More than Just Wills …

Available: Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Interview Glenn to learn more about estate planning for our vulnerable seniors.

Talking Points on Other Crucial
Things to Consider in Estate Planning:

Have a Financial Power of Attorney. A Will alone is not enough, because a Will only deals with things after you are gone. You should also have a Financial Power of Attorney, Medical Directives to allow someone to carry out your medical wishes if you are incapacitated, and a HIPAA Authorization to allow your loved ones to talk to doctors, nurses and other medical professionals about your health needs.

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3 Critical Mistakes People Make in Their Estate Planning

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Interview Glenn to learn more about estate planning for our vulnerable seniors.

Talking Points on 3 Mistakes
People Make in Their Estate Planning:

  1. Not updating their estate plan after a divorce. Rules are complicated and if you leave an old plan in place it can cause confusion and problems. This is particularly true for beneficiary designations on life insurance or retirement accounts. If you leave an ex-spouse on as a beneficiary after a divorce, he or she may still be entitled to your money after you’re gone.

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