Blog : Estate Planning

  • I’m Rich! What Should I Do Now

    February 16, 2022

    WMUR.com’s recent article, “Handling unexpected wealth,” says the first thing to do is to really step back and review your finances. Did you win the lottery or a game of high stakes poker? What about an inheritance? Depending on how much you have received, you could be in a very different place financially. You should take […]

  • How to Help Your Aging Parents Get Financial Benefits

    February 16, 2022

    If you notice your aging parent is struggling financially, you probably want to pitch in and help. Of course, doing so will mean that less money is available to pay your bills and save for your retirement. Your loved one’s money troubles could create economic stress for you and your children. It would be wonderful […]

  • How to Decide Who Your Healthcare Proxy Should Be

    February 16, 2022

    It’s especially important to name a healthcare proxy, because the chances of having a crisis escalates dramatically as we age. That’s why so many people put off naming a healthcare proxy, says Forbes in the article “How to Select A Healthcare Proxy,” often only addressing this, when they are completing other documents for their overall estate plan. […]

  • How Do Trusts Work in Your Estate Plan

    February 16, 2022

    How Do Trusts Work in Your Estate Plan? A trust can be a useful tool for passing on assets, allowing them to be held by a responsible trustee for beneficiaries. However, determining which type of trust is best for each family’s situation and setting them up so they work with an estate plan, can be […]

  • How Do I Get My Mom’s Affairs in Order?

    February 16, 2022

    “It is a curious thing, the death of a loved one. We all know that our time in this world is limited, and that eventually all of us will end up underneath some sheet, never to wake up. And yet it is always a surprise when it happens to someone we know. It is like […]

  • Here’s Why You Need an Estate Plan

    February 16, 2022

    It’s always the right time to do your estate planning, but it’s most critical when you have beneficiaries who are minors or with special needs, says the Capital Press in the recent article, “Ag Finance: Why you need to do estate planning.” While it’s likely that most adult children can work things out, even if it’s costly and time-consuming in […]

  • Here’s Why a Basic Form Doesn’t Work for Estate Planning

    February 16, 2022

    It’s true that an effective estate plan should be simple and straightforward, if your life is simple and straightforward. However, few of us have those kinds of lives. For many families, the discovery that a will that was created using a basic form is invalid leads to all kinds of expenses and problems, says The […]

  • Here’s How You Know You’re an Adult: 10 Documents

    February 16, 2022

    Fifty is a little on the late side to start taking care of these important life matters. However, it is better late than never. It’s easy to put these tasks off, since the busyness of our day-to-day lives gives us a good reason to procrastinate on the larger issues, like death and our own mortality. […]

  • Even a Late Start toward Retirement Planning is Better than None at All

    February 16, 2022

    “There’s never enough time to do all the nothing you want.” Bill Watterson, Calvin and Hobbes. “The trouble with retirement is that you never get a day off.” Abe Lemons. There are also people who wait until they become senior citizens to begin planning for retirement. That’s a little on the late side, but the […]

  • Estate Planning When A Family Member Is Disabled

    February 16, 2022

    This kind of mistake can wreak havoc on many lives, which is why it is so important to work with an experienced estate planning attorney who is knowledgeable about special needs planning. The article, “Crafting an estate plan to include disabled family members”  from The Ledger explains what is involved in special needs planning. Supplemental […]


Michael P

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