“Ethical Wills” have been around for a long time. They are not legal documents and normally have no legal authority. They are really just a letter you leave behind for your loved ones. Many will use a format describing the Purpose of the letter. It will give some Introduction. It will share some Experiences the... [Read More]
Category: Estate Taxes
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]
Ebola and Medical Directives
With the scary outbreak of Ebola, prevention, treatment and medical authorization come to mind. If you are unconscious someone needs to have legal authority to authorize medical treatment for you or to move you to another medical facility. That could be to Emory Hospital in Atlanta, Georgia, next door to the Center for Disease Control.... [Read More]
Moon River and Edelweiss
My 92 year old infirm mother suffers from Alzheimer’s, Vascular Dementia and Parkinson’s which affects her mental capacity. She still knows who I am, but does not know my sons. She’ll ask me the same question over and over every 30 to 60 seconds. However, in small portions she can read. I’m unsure if she... [Read More]
Steve Teaches CE Class – “Mental Incapacity in Estate Planning”
Steve will teach a Continuing Education Class to Financial, Accounting & Insurance Professionals on planning for and handling Mental Disability in Estate Planning. As the rise of Alzheimer’s, Dementia, Parkinson’s and other related forms of mental disability rise in seniors (and even middle age people), planning for Mental Disability is even more important. Steve will... [Read More]
Be there for others, but never leave yourself behind
Examine all the roles you currently hold in your personal and professional worlds. If you are like many people, you may have to use toes as well as your fingers to count everything. In what percent of these roles are you serving and supporting others? If you find the number approaching 80, 90, or even... [Read More]
Saving Lou Anne
Lou Anne said that she felt like she was “drowning” when she took over the heavy duties of caring for her husband George during his periods of illnesses. She did this on top of taking care of their farm (which George had done) and her other responsibilities. George and Lou Anne were both in their... [Read More]
Estate Planning and Alzheimer’s for the Denver Bronco’s Owner
Pat Bowlen, president and owner of the NFL Denver Bronco’s Team has resigned as President due to having Alzheimer’s disease. He has struggled with this disease for at least five (5) years. He is 70 years old. The team is held by his Trust. This is another example of a well-known individual in the news... [Read More]