Personal Planner Thoughts and suggestions on how to improve your present and future life. What Do You Own? October 17, 2025John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara... Chronic Illness - Care of Your Property October 10, 2025If you have a chronic illness, you will need to care both for your person and for your property. There are specific preparations that are important to care for your property... Chronic Illness - Care of Your Person October 3, 2025If you have a chronic illness, your personal planning will need to involve careful consideration of your condition... Planning for Senior Care September 26, 2025Planning for retirement and senior care is very important. The activities of daily living for a senior person include eating, dressing, bathing and walking or moving... Planning with a Serious Illness September 19, 2025If at some point in life you have a serious illness, there are a number of planning options that should be considered... Living Wills and Advance Directives September 12, 2025As you approach end-of-life decisions, there are several steps that should be taken to make sure you receive the right type and level of care. To assist you in these decisions, most states now permit either an advance directive or a living will... Your Family Letter - Memorial Services September 5, 2025A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to family members... Integrity and Initiative August 29, 2025Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world... Helping Children Tomorrow August 22, 2025Parents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the 1940s or 1950s and have a strong desire to save and invest in order to increase economic security... Helping Children Today August 15, 2025When children are in their 30s and 40s, they frequently are starting a new career or beginning a family. Many are still paying off school debts... Do You Have a Difficult Family? August 8, 2025A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate court... How to Give Property to Children August 1, 2025Parents have many reasons for making gifts to children. First, a parent should have sufficient resources for retirement and long-term care needs before making substantial gifts... Showing 41 - 52 of 52Previous123