“Estate planning is for the wealthy.” “I don’t have any assets so is it worth it?” “I don’t want to think of those negative things.” “I don’t have money to pay a lawyer.” “I have my wishes written down on a napkin somewhere.” “My spouse knows my wishes.” “I don’t have time for that.” “My…
Oh teachers… you can pretty much ask for a Rolex these days, and I think your class would cash in on their IRA’s just to get it for you. Okay… maybe I’m exaggerating a bit but if there were any year to learn to appreciate the job of a teacher, it’s 2020. As a mom…
Yay for Hurricane Month! –Said nobody ever (except maybe public adjusters and hardware stores) Last August, we went into detail as to why an estate plan should be a part of your hurricane preparedness plan. Check out the post HERE. More importantly, we discussed WHY it’s important to make sure you have your legal documents…
Author: Rhonda Underhill Assisted living communities are designed to adapt to seniors’ changing care needs while offering individuals the privacy and freedom to live how they want. If you decide to make the move to assisted living, you can enjoy socialization opportunities, recreational activities, onsite medical care, and help with the various tasks of daily…
I’ve received quite a few phone calls throughout the last month asking if a Will or Trust they’ve downloaded off the internet (or intend to download) will suffice, and my best answer is: “How would I know?” No two trusts or wills are the same, and the validity and effectiveness of the legal documents you…
The usual estate planning process goes something like this: You call, make an appointment, sit down with the attorney for about an hour to discuss the details, and then wait for the documents to be drafted (in our office it’s usually no more than 2-3 weeks), and then you come back to review the documents…
TRANSCRIPT (more or less): Whenever I’m asked why I do what I do, one person comes to mind: My grandmother. Today is the 11th anniversary of her passing and it feels like just yesterday I was watching her mind deteriorate due to Alzheimer’s disease. Until you have experienced a close family member or friend…
This month, I sat with Fady Maghak and Victor Fernandez of the AM WEALTH MANAGEMENT GROUP of Janney Montgomery Scott LLC, two outstanding individuals who offer a high level of attention both to financial portfolios and to clients. How did you get started in this business? Our team, The AM Wealth Management Group of…
When you think hurricanes, you think Estate Planning, right? Oh wait, I guess that’s just me. Hurricanes bring about destruction, loss of power, short supply, and, well, I can’t help but compare this to a heavily litigated Probate or Guardianship case. When an estate that does not have an effective plan falls into Probate, or…
