by Doug Jones | Sep 24, 2021 | estate planning, pre-planning
Be Very Careful! It sounds almost too good to be true! A Beneficiary Deed is a legal document that passes title to your named beneficiary upon your death automatically without probate. It works a lot like a POD (Payable On Death) account that you may have at your... 
by Doug Jones | Aug 27, 2021 | caring for elderly parent, pre-planning
Not Going to the Nursing Home Yet – So We’ll Just Wait Frank was declining and Martha knew it. He had declined cognitively in the last 12 months but was still able to drive around town, make decisions and carry on conversations. No one noticed the slight... 
by Doug Jones | Jul 30, 2021 | alzheimers, caring for elderly parent
Helping When She Doesn’t Want Help. Today we’re going to talk about the situation where your Mom or Dad is declining in physical or cognitive health and obviously need some assistance. Since you know them better than anyone, you offer to help. You would think that... 
by Doug Jones | Jul 23, 2021 | estate planning, pre-planning
Protecting a Lifetime of Work! Many times we are asked whether there are standard, form or fill-in-the blank documents that fit every situation. The short answer is DIY Estate Planning is not a great idea. While you can certainly download a form and fill in the... 
by Doug Jones | Jun 11, 2021 | estate planning, pre-planning
Putting Stuff “In the Box” We often refer to a Revocable Living Trust as a “box”. Actually it’s a customized stack of paper with a lot of words on the pages – but it’s helpful to think of it as a box. When a Revocable Living Trust is...