Did you know July is National Sandwich Generation Month? You may have never heard of it before, but if you care for aging parents and young children, you are part of this growing demographic.
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National Healthcare Decisions Day is on April 16th, and it’s an important reminder for every adult to begin having conversations with loved ones about their most private wishes for medical and end-of-life care.
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Greetings, fellow quaratiners! I really want you to fill out your Oregon Advance Directive, so I did a video walking you through how to fill it out.
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As part of your Spring Cleaning, I recommend that you review a few key things to make sure that your estate and financial plans are going to work when you need them. You have made investments in your future based on goals that you have. It’s smart to review them each year to make sure that you’ve protected your investment, and so that your plan aren’t totally useless by the time you need them.
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When a loved one is diagnosed with a terminal illness, it is scary and overwhelming. Having a to-do list can feel empowering and keep you occupied and proactive. There are three major things you can do right away to help your newly diagnosed loved one. When you accomplish these tasks, you can then focus on the work of being there for your loved one in their final months.
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We are about three months away from summer vacation, which makes today a perfect day to get started with your estate planning. If you get started now, you can be finished in time for summer. One of the worst stories about a failure to do estate planning that I’ve ever heard happened when the family was on vacation. There was a car accident, and both parents were killed, but the kids survived. The parents hadn’t even named guardians, and their family members fought over the kids for 18 months while the kids lived with foster parents. I know that sounds terrifying, but it’s all stuff you have to power to avoid, even if you can’t avoid when and where you are when your estate plan is needed.
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Most people should have life insurance, especially if you have anyone who depends on you financially or for actual care. People who need life insurance usually know that they need life insurance, but are waiting for a better day to buy it. You are not going to get thinner, richer, or smarter than you are now. I am here to tell you that if you wait for a better day to buy life insurance, bad things can happen.
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Going home to see family during the holidays gives you a great opportunity to talk with them about Estate Planning. I always tell my clients that communication about estate planning is half the battle, but sadly, it is the most overlooked part of the process. I thought I would put together a quick video series before the holidays that gives you some tips on how to approach these conversations as well as how to organize your thoughts around figuring out what information is important to learn, discuss, and share. This is a three-part series. The first part was about Healthcare, and you can read it here. The second part was about Assets, and you can read it here. This article and video are Part 3, Kids.
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Going home to see family during the holidays gives you a great opportunity to talk with them about Estate Planning. I always tell my clients that communication about estate planning is half the battle, but sadly, it is the most overlooked part of the process. I thought I would put together a quick video series before the holidays that gives you some tips on how to approach these conversations as well as how to organize your thoughts around figuring out what information is important to learn, discuss, and share. This will be a three-part series. The first part was about Healthcare, and you can read it here. Today, we are tackling Part 2, Assets. (Part 3 next week will be about Kids.)
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Going home to see family during the holidays gives you a great opportunity to talk with them about Estate Planning. I always tell my clients that communication about estate planning is half the battle, but sadly, it is the most overlooked part of the process. I thought I would put together a quick video series before the holidays that gives you some tips on how to approach these conversations as well as how to organize your thoughts around figuring out what information is important to learn, discuss, and share. This will be a three-part series. The first part is about Healthcare. (Part 2 will be about Assets, and Part 3 will be about Kids.)
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There are many reasons why parents may want to consider protecting their kids’ inheritance for them in an asset protection trust. Some of these include: They are bad with money; they are disabled and depend on government programs; they have creditor issues or face bankruptcy; they have lawsuits against them; or they are in high-risk professions for being sued. As you can see, the reasons can range from negative behaviors, to things beyond their control, to having achieved some level of success.
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One of the things that couples should consider when doing their estate planning is: What happens to my assets if my surviving spouse remarries? Many people worry that their assets will eventually go to their surviving spouse’s new partner, rather than the kids, and they are right to worry. That is how things end up most of the time. But there are some ways that you can plan to avoid that happening, if this is a concern that you have.
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