Succession Planning for Business

Death or disability can be devastating without a plan in place. Through the use of life and disability policies it all can be averted at an affordable price. Definition: Suck-session planning, to cease the sucking action created by the death or disability of a partner. Instead of me lecturing you ...
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/ Estate Planning

Self Determination Planning

Incapacity planning includes Statutory Durable Power of Attorney; HIPAA Authorization; Medical Power of Attorney and Directive to Physicians.  Other documents to consider are appointment of agent for the disposition of remains; Anatomical Gift (organ/tissue donation); and appointment of Guardian in the event of later need. An important part of estate ...
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/ Estate Planning

Together but not Married

Couple has been “together” for years. They live together and maintain separate income and financial responsibilities. The both have adult children from previous relationships. They are happy.  Unfortunately, the man has a heart attack and is hospitalized. The woman and the man’s children are in the hospital frantic and worried ...
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/ Estate Planning, Heirships, Probate