by Doug Jones | Jan 7, 2022 | estate planning, pre-planning
Worried About a Disabled Child – Even After You Go to a Nursing Home! John & Mary Sample (our fictional heroes for today) live in Central Arkansas. They are now in their mid-70s and they just celebrated their 50th anniversary. The Samples have been blessed... 
by Doug Jones | Oct 29, 2021 | caring for elderly parent, crisis planning, estate planning, mental health, pre-planning
What Will You Do When? We see the need for Pivot Planning all the time. Mom or Dad is enjoying their retirement and things are well with the family. Then one of them suffers an unexpected health event. Everyone is caught off guard and no one knows what to do. But... 
by Doug Jones | Oct 8, 2021 | estate planning
Who inherits $100k, Margie or Suzie Que? Beneficiary designations. Beneficiaries are those you designate to receive the proceeds of various financial accounts at your death. You can name beneficiaries of your life insurance policies, IRA’s 401(k)’s, checking, savings,... 
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 | 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...