Category Archives: Estate

Guest Post: Pet Trusts by Nick Livers

A friend of the firm and attorney, Nick Livers, is doing a guest post for us. A lot of us have pets that we love, but what happens to them after you die? How can you provide for them? Let’s … Continue reading

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If You Die, Do Your Heirs Know Where To Find Your Passwords?

I wrote a little about making sure you put your estate documents where someone could find them in the past.  But what about your digital life?  If you die, do your heirs know where to find your passwords?  There were … Continue reading

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Getting Ready for Elder Care

In financial planning, you hear a lot about retirement or college,but you don’t hear as much about elder care concerns.  NPR has a great special series on Morning Edition about elder care, and I suggest you take a look at … Continue reading

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What Happens To Your Pet After You Die?

Do you have the care of your beloved pet in your estate plan?  This Chicago resident did, but you may want to do things a little differently.  From “Though there was a will, Fifth Third found a way to save … Continue reading

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Have You Thought About What Happens After You Die?

I’m not talking about what happens after you die in the spiritual/afterlife sense, but the practical sense of winding down your affairs.  Here are some points to consider: Do you heirs know where you keep you keys, or have a … Continue reading

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If You Die, Do Your Heirs Know Where To Find Your Estate Documents?

So, you go to all this trouble to make an estate plan.  You make sure your assets are titled properly, and there are the appropriate beneficiary designation forms are filed with your accounts.  You put together your will, trust (if … Continue reading

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Nifty Little Document I Ran Into

So, part fo the many facets fo fun I have while financial planning is looking at estate documents.  Now let me be abundantly clear: I am not a lawyer.  If you need legal advice, don’t ask me, because I don’t … Continue reading

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Powers of Attorney: Springing or Not?

Springing durable power of attorney.  Doesn’t the name just sound wonderful?  It has a feel of bunnies and Slinkies.  But there’s more to it than just a name. The springing durable power of attorney is meant to be an alternative to … Continue reading

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The Safe Deposit Box Trick

First, let’s get something out of the way:  it’s “safe” deposit box.  If you call it “safety” deposit box, you’ll make me cringe a little on the inside.* So, do you like that feeling you have when you know you’re … Continue reading

Posted in Documents, Estate