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Category: Advanced Directives

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Spouse Dies
Advanced Directives

What Do I Need to Do When my Spouse Dies?

The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.

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October 21, 2020
Family Office
Advanced Directives

Is a Family Office Structure Good Estate Planning?

During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.

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October 19, 2020
Decide Before Retirement
Advanced Directives

What Must I Decide Before Retirement?

There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s also crucial to make some important financial planning decisions before the fun begins.

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October 16, 2020
Executor Do
Advanced Directives

What Does an Executor Do?

My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.

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October 10, 2020
More than a will
Advanced Directives

You Need More than a Will for Estate Planning

Regardless of the pandemic, experts say it’s important to plan for when you’re not here—that is, give thought to what would happen to your bank accounts, your home and your belongings, as well as, perhaps, your dependents.

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October 5, 2020
Form of Dementia
Advanced Directives

Why Can’t Doctors Recognize this Form of Dementia?

Lewy body dementia reached the public eye in 2014, after reports that Robin Williams died with diffuse Lewy body disease. However, despite the fact that Lewy body dementia is the second most common dementia, it remains frequently unrecognized.

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September 30, 2020
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