by David Miller | 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... 
by Doug Jones | May 28, 2021 | alzheimers, estate planning, pre-planning
The Key is to create a Flexible Plan We can eat right, exercise, see our doctor regularly and generally try to take care of ourselves. Other than that, we often have little control over life-changing health events like Alzheimer’s or dementia. We hope we are not... 
by Doug Jones | May 20, 2021 | estate planning, pre-planning
This report is for people who are considering planning by doing a Revocable Living Trust. This brief report will briefly explain how a Revocable Living Trust is typically set up. The primary benefit of this type of trust is that there is a LOT of flexibility. We have... 
by Doug Jones | Apr 15, 2021 | estate planning, pre-planning
Planning Considerations My wife Cindy & I are attorneys who practice primarily in the areas of elder law and estate planning. I mention this to give credence to our topic of discussion today: The danger of waiting too late to plan. On a regular basis, we see adult... 
by Doug Jones | Mar 26, 2021 | estate planning
Protecting the Big Things! One of our most commonly faced questions is, “How do I keep the Nursing Home from taking Momma’s farm” (or house, money, or whatever assets). The sad truth is that most people do not think about protecting assets until it is too... 
by Doug Jones | Feb 26, 2021 | caring for elderly parent, estate planning, pre-planning
Doing Your Own Planning! Hi Mom! Hope you’re having a great day. This planning message is especially for you today. I’ll try to keep it short and sweet. Just take a few minutes to read through this, then give it some thought today. What made me think about this was a... 