Helpful Tips for Estate Planning during Covid-19

The COVID-19 crisis has raised questions and concerns with regard to estate planning. Last week, we addressed Estate Planning Questions and Solutions in the Context of COVID-19. Given the current atmosphere, here are a few additional tips to consider: 1. Make sure your documents are current and reflect your wishes. At times like these, we […]

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Is your estate plan prepared for COVID-19?

There has been so much news lately about preparing for the potential spread of the COVID-19 virus.  Most of those reports talk about avoiding large gatherings, what will happen if schools close, buying supplies etc.  One item I haven’t seen discussed is making sure your legal documents are in order in case you get sick. […]

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My Heart Attack and Bypass Surgery

For those of you who have not heard, on January 5th, 2020 I suffered a heart attack which landed me in Charlton Memorial Hospital.  On January 8th, as my blockage was too severe to handle with stents, I underwent quadruple bypass surgery.  I’m 50 years old.  I thought it important to take a moment to […]

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Ask Your Parents about Their Financial Plans

The key to learning about the financial plans of your parents, is to ask for advice on your plans and then ask about their plans, according to “Ask your folks about their financial plans.” Start by explaining your own plan, how you’ve decided to set up your estate and then ask what they’ve done for […]

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Thinking Retirement? Start with a Will

Sometimes even having a will is not enough. Most people do not want their finances released to the public. However, if they are not careful with their estate plan, their financial world will become an open book, according to the Robb Report in “Rest in Wealth: The Ins and Outs of Estate Planning.” An example in the article […]

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