The Shocking Truth About Wills

There are many nuances to wills that people are not knowledgeable about. Unfortunately, not being in the know can affect the owner(s) of a will’s objectives and their intended beneficiaries.

Jason Smith, Estate planning attorney and Elder planning attorney is available to talk about this story.  (Bio)

Some key Points That Jason Smith Can Expand On in an Interview:

  • You can legally disinherit almost anyone except your spouse.
  • Your heirs (spouse and children) have a lot of rights for objecting to a will. No matter how airtight, they can get what is called a heckler’s veto. They can drag out litigation and make it so expensive for the estate that they end up “extorting” money to make it end. Continue reading “The Shocking Truth About Wills”

Don’t Wait! 8 Quick Facts On Wills to Get You Started

Available for Interviews: Jason Smith

There are many nuances to wills that people are not knowledgeable about. Unfortunately, not being in the know can affect the owner(s) of a will’s objectives and their intended beneficiaries.

Jason Smith, Estate planning attorney and Elder planning attorney is available to talk about this story.

Some key Points That Jason Smith
Can Expand On in an Interview on Wills:

It is surprising to know that many people don’t have a will or don’t think they need one. Everyone should have one. Your final wishes may not be carried out, nor will your hard-earned assets go to the ones you want them to without one. Here are the basics:

  • It is a common myth that if one doesn’t have a lot of money, he or she does not need a will—untrue! Besides finances, other issues are that are important to you are outlined in your will.

Continue reading “Don’t Wait! 8 Quick Facts On Wills to Get You Started”

Everyone Should Have a Living Will: 10 Helpful Tips

Everyone should have a living will, regardless of what their directives are, if only to make sure that their wishes are clear and that they are honored at the end of life stage. Living wills are essential for carrying out one’s wishes. Unfortunately, not being in the know can affect the owner(s) of a will’s objectives and their intended beneficiaries.

Jason Smith, Estate planning attorney and Elder planning attorney is available to talk about this story.  (Bio)

Talking Points for an Interview
With Jason Smith on Living Wills:

  1. Do be clear about your wishes, including when the living will applies (usually only when the individual is incapacitated + (diagnosed with a terminal illness OR permanently unconscious), what treatments, if any, should be withheld or provided. Continue reading “Everyone Should Have a Living Will: 10 Helpful Tips”

Leaving These 4 Items Out of Your Estate Plan Is a Recipe for Disaster

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview:

Many people believe that a will and spoken promises are sufficient preparations for their passing, but there are a few other items that you will wish you had if you knew about them:

      • 1) Power of Attorney: POA is a crucial part of any estate plan. With it, someone you trust will have complete control of your finances. Not comfortable with that? Consider a Limited Power of Attorney which you can restrict to, for example, your checking account.

Continue reading “Leaving These 4 Items Out of Your Estate Plan Is a Recipe for Disaster”

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.

Continue reading “3 Critical Mistakes Women Make in Their Estate Planning”

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.

    Continue reading “Why EVERY Woman Should Have a Will”

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.

Continue reading “Beyond Wills: Other Crucial Things to Consider in Estate Planning”

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.

    Continue reading “3 Critical Mistakes People Make in Their Estate Planning”

Why Every Women 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. Here are some talking points about why every woman should have a will:

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.

Continue reading “Why Every Women Should Have a Will”

7 Tips for Discussing Your Elderly Parents’ Estate Plan

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. 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: