While it may seem counterintuitive, Thanksgiving can actually be an excellent time for such a discussion. It’s one of the few times of the year when far-flung families come together. It’s an especially appropriate time for you to share with those you love that you’re grateful that your estate plan will spare them the painful, difficult decisions should illness incapacitate you. Continue reading
There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who needs an estate plan and what it should cover is key to creating a plan that is right for you.…
By Larry Gilbert, guest contributor Riding a bike, to commute or just for fun, can significantly contribute to your health, improving cardiovascular conditioning, improving brain function, and helping you maintain a healthy body weight. Bike riding is one of…
Among my Vermont Estate Planning workshops my clients most appreciate is the one called “Thrills, Chills, and Probate-Related Horror.” The probate process can seem deceptively simple to people who’ve never been through it. But in probate, seemingly minor errors or…
You are a planner. You’ve met with your estate planning attorney to make sure your wishes are documented and to minimize the headaches associated with probate for your survivors. You’ve also met with your financial advisor to make sure your…
THE GRANDPARENTS’ GIFT OF LOVE THAT LASTS MANY HOLIDAY SEASONS It’s a scene familiar to many grandparents: small children in footie pajamas seated around the Christmas tree, tearing open one brightly festooned package after another and greeting the contents with…
When a senior has a joint checking account with an adult child Many seniors add an adult child or other trusted family member to their checking account to insure their bills can be paid in case of emergency or for…
When most people hear the legal term “Guardian,” they envision an individual’s control over their finances, their health – over their life! – being seized by some anonymous government bureaucrat. And this is really a shame, because, properly deployed, a…
Guest Article provided by Sarah Lipton, founder of The Presence Point, LLC Doing good work is something most of us aspire to. But how do we do that when we are not being paid and therefore motivated by a paycheck? How can we…
Guest Article Provided by Gabe Lajeunesse, Financial Advisor, Edward Jones When you add a child to your family, either through birth or adoption, it’s obviously an exciting and joyful time in your life — and it’s also a busy…