by Laurie Ohall | Sep 14, 2012 | Estate Planning, Guardianship, Health Care Directives, Living Will
Making End of Life Decisions Whenever I talk to people about creating a living will (which outlines important health care decisions that you want – and, not to be confused with a Last Will and Testament, which specifies who you want to inherit your assets and who will...
by Laurie Ohall | Apr 19, 2012 | Estate Planning
You’ve compiled all your tax information and given it to your CPA (or sat down at Turbo Tax and done it yourself). You’ve determined whether you are due a refund or whether you owe money to the I.R.S. And, by now, you’ve either filed your taxes or you’ve requested...
by Laurie Ohall | Dec 14, 2011 | Estate Planning
(ARA) – If you don’t make $1 million a year, only own one modest home and are still driving the same car you bought six years ago, you might think you don’t need to engage in “estate planning.” Or you may think your family accountant or attorney will be the only...
by Laurie Ohall | Nov 29, 2011 | Estate Planning
A new American Dream that is less conventional and more personalized is emerging, according to the fifth annual MetLife Study of the American Dream. Specifically stated within the nationwide survey is a look at attitudes toward financial safety nets. A financial...
by Laurie Ohall | Sep 27, 2010 | Elder Law, End of Life Issues, Estate Planning, Senior Lifestyles
PreNeed (Pre-Paid) Funeral and Burial Plans Advantages and Disadvantages of Prepaid Plans One way to plan in advance for the end of one’s life is to sign a formal contract called a “preneed funeral plan.” With this plan, money to pay for a funeral...
