The Basics of Disability Insurance and How It Can Help During COVID

The Basics of Disability Insurance and How It Can Help During COVID

With the risks still posed by COVID-19, we all need to face the possibility that we could get sick, even if we take great care of ourselves through good nutrition, sleep, and exercise. Even if you don’t need to be hospitalized, if you do experience symptoms and test...
Who Would Care For Your Children If You Got Sick With COVID-19?

Who Would Care For Your Children If You Got Sick With COVID-19?

Who Would Care For Your Children If You Got Sick With COVID-19? The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have.   It brings to mind something a colleague of mine shared recently. One unremarkable...
3 Unique Ways to Handle the Guilt Inherent to Being a Parent

3 Unique Ways to Handle the Guilt Inherent to Being a Parent

If you’re a parent, you may feel even more guilty than usual.  If so, you are definitely not alone. Currently, the burden is on you to both carry on with your work and manage your child’s full-time care and education. Two full-time jobs that you’re trying to do by...
Getting Legal Documents Signed During Social Distancing

Getting Legal Documents Signed During Social Distancing

Getting legal documents signed during social distancing orders might not be something that has crossed your mind yet. While wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19...
Important Questions to be Asking Your Parents and Why

Important Questions to be Asking Your Parents and Why

Are You Clear About How Your Parents Estate Plan Will Impact You?   Do your parents have an estate plan? Is it up to date? These are important questions to be asking your parents. No matter how rich or poor you or your parents are, especially in the wake of the...
Understanding Your Investments (and your parent’s investments!)

Understanding Your Investments (and your parent’s investments!)

Should You (or Your Parents) Be in the Stock Market Now?   If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how those accounts are invested. While you may have outsourced all of...
How a 104-year-old Survived Coronavirus

How a 104-year-old Survived Coronavirus

William “Bill” Lapschies, a 104-year-old World War II veteran, has recovered from coronavirus, making him the oldest survivor of the pandemic in the United States. Two others in their 100’s also survived–one in Italy and one in China. Bill, who also survived the...
Online Wills?

Online Wills?

Online Wills? When You Should, When You Shouldn’t and Where to Do It   With all of the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you...
A Map to Doing the Right Thing for the People You Love

A Map to Doing the Right Thing for the People You Love

A Map to Doing the Right Thing for the People You Love During the COVID-19 Pandemic Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This goes not just for those of us in the “senior”...
Simple Actions You Can Take Right Now

Simple Actions You Can Take Right Now

What are the most important legal and financial actions you can take right now? As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order to limit the spread of the disease. If you are not in...
Protecting Our Parents

Protecting Our Parents

How To Talk To Your Parents and Get Them To Stay Home There’s no doubt that your parents have survived frightening world events, whether that was World War II, the war in Vietnam, nuclear threat, illness, poverty, civil unrest, or all of the above. However, the use of...
Creating a Pet Trust

Creating a Pet Trust

Step By Step Plan for Creating a “Pet Trust” to Protect Your Pet After Your Death.   In my previous article, I talked about what to take into consideration when you’re planning for your pet’s care in the event of your incapacity or your death. This week, I’m...
Coronavirus and Its Impact On You

Coronavirus and Its Impact On You

CORONAVIRUS: Impact to Your Wealth, Health and Happiness While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore. While some are advocating we prepare to be quarantined, potentially for...
What Happens To Your Pets When You Die?

What Happens To Your Pets When You Die?

Don’t Forget Your Furry Friends!   If you have pets, my guess is that you love them as much as you do your children. I’m also guessing that you have not provided any written, or better yet legally, documented instructions about what should happen to them if...
Talking Money with Kids

Talking Money with Kids

How Much Will You Share With Your Kids and When?   Tips on Talking Money With Your Kids or Parents   In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to...

False Security

Is Your Will Legally Valid? A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that the...