Blog : Estate Planning

  • Why Do I Need an Executor?

    February 17, 2022

    What would happen if someone you were close to, asked you to be their Executor? Would you be honored, or would you be uncomfortable with the responsibility? What do you need to do, when do you need to handle these tasks and how much time will it take? These are the questions often asked about the role […]

  • What Will My Social Security Benefits Be?

    February 17, 2022

    Your Social Security benefits in retirement are primarily dependent on the wages you get while working. The Social Security taxes deducted from your paycheck are based on that amount. If you’re still working and at retirement age, you can get benefits while earning other income. And depending on your age, you can also decrease and […]

  • What If My Beneficiary Isn’t Ready to Handle an Inheritance?

    February 17, 2022

    “There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle.” Albert Einstein “The old who have died live on in the young ones. Don’t you feel this now in your bereavement, when you look at your children?” Albert Einstein […]

  • What Happens to Social Security when Your Spouse Dies?

    February 17, 2022

    The United States Social Security Administration is an independent agency of the U.S. federal government that administers Social Security, a social insurance program consisting of retirement, disability, and survivors’ benefits. Wikipedia. If a movie is really working, you forget for two hours your Social Security number and where your car is parked. You are having […]

  • What are the “Must Have” Estate Planning Documents?

    February 17, 2022

    What are the “Must Have” Estate Planning Documents? “Leave nothing for tomorrow which can be done today” Abraham Lincoln “There is nothing like the death of a moneyed member of the family to show persons as they really are, virtuous or conniving, generous or grasping. Many a family has been torn apart by a botched-up […]

  • Using Trusts to Maintain Control of Inheritances

    February 17, 2022

    “The spendthrift robs his heirs the miser robs himself.” Jean De La Bruyere “If the Nation is living within its income, its credit is good. If, in some crises, it lives beyond its income for a year or two, it can usually borrow temporarily at reasonable rates. But if, like a spendthrift, it throws discretion […]

  • Top 6 Questions (and Answers) about Conservatorships and Guardianships

    February 17, 2022

    When someone becomes incapacitated due to illness, injury or disability, the court appoints a guardian to handle healthcare and certain non-financial decisions for that person. A guardian can be anyone over the age of 18, but must also be able to show that they are qualified to make these decisions for their loved one. A guardian […]

  • Why Should I Create a Trust If I’m Not Rich?

    February 17, 2022

    “Your true assets are the collections of your quality moments on the earth.”― Amit Ray, Mindfulness Living in the Moment – Living in the Breath Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you. —Shannon Adler It’s probably not high on […]

  • Is a Revocable Trust Valuable in Estate Planning?

    February 17, 2022

    “Most of the important things in the world have been accomplished by people who have kept on trying when there seemed to be no hope at all.” Dale Carnegie. “In three words I can sum up everything I’ve learned about life: it goes on.” Robert Frost. Yes a revocable trust is valuable in estate planning. […]

  • Forgot to Update Your Beneficiary Designations? Your Ex Will Be Delighted

    February 17, 2022

    Your will does not control who inherits all your assets when you die. This is something that many people do not know. Instead, many of your assets will pass by beneficiary designations, says Kiplinger in the article “Beneficiary Designations: 5 Critical Mistakes to Avoid.” The beneficiary designation is the form that you fill out, when opening many different […]


Michael P

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