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.

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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.

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